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Kim Baumler

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  1. 32 votes
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    Kim Baumler supported this idea  · 
  2. 197 votes
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    4 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Kim Baumler supported this idea  · 
  3. 37 votes
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  4. 26 votes
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    Kim Baumler supported this idea  · 
  5. 35 votes
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    Kim Baumler supported this idea  · 
  6. 138 votes
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    3 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Kim Baumler supported this idea  · 
  7. 196 votes
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    Kim Baumler supported this idea  · 
  8. 54 votes
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    Kim Baumler supported this idea  · 
  9. 38 votes
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    Kim Baumler supported this idea  · 
  10. 87 votes
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    Kim Baumler supported this idea  · 
  11. 97 votes
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    Kim Baumler supported this idea  · 
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    Kim Baumler commented  · 

    I agree, this is frustrating. What if the form needs to be sent before we have an account number. Then what? I guess we can open a fake account, but then that is one more step when we need to make sure it matches up to the correct account later (does the information stay when you do that?) When the SEC calls and says give us the last 20 Form CRS dates that you sent out, how can we run a report that is accurate? If I have a client that rolls over retirement plans to the same account the CRS that RT has set will override the last one you did, so you don't really document all of the CRS forms that have been sent, so now I have to put it somewhere else. Also, I can look by client, but if the form was sent before we had an account number, now it is a Note and doesn't show up the report. Unless I set it up two different ways and run two different reports. If I am completely wrong about this, please show me the best way to do this. And... add to this we know have to first run a report to see what accounts were open during that time slot. Please fix this.

  12. 19 votes
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    Kim Baumler supported this idea  · 
  13. 20 votes
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  14. 15 votes
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    3 comments  ·  Redtail CRM » Other  ·  Admin →
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    Kim Baumler supported this idea  · 
  15. 39 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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  16. 31 votes
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  17. 14 votes
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  18. 30 votes
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  19. 19 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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  20. 169 votes
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    Kim Baumler commented  · 

    Any chance this is happening soon?

    Kim Baumler supported this idea  · 
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