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Kim Baumler

← Customer Feedback for Redtail Technology

My feedback

63 results found

  1. Imbedding Documents/Files into Workflow Tasks

    29 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Kim Baumler supported this idea  · 

  2. Please make it possible again to view the entire contents of ALL of the notes, not just the older ones. This is very problematic for us.

    194 votes
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    4 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Kim Baumler supported this idea  · 

  3. Automation condition based on "activity Template"

    36 votes
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    3 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Kim Baumler supported this idea  · 

  4. Collapse All Feature in Workflows

    26 votes
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    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    Kim Baumler supported this idea  · 

  5. Avoid repeat reminders from falling on a weekend.

    30 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Kim Baumler supported this idea  · 

  6. All dates in Redtail should be in date format not "last Tuesday" or "one day ago"

    138 votes
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    3 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Kim Baumler supported this idea  · 

  7. Ability to see past due workflow tasks on "Workflow tasks to do today" but in red

    193 votes
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    7 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Kim Baumler supported this idea  · 

  8. send calendar to clients to book appointments

    53 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Kim Baumler supported this idea  · 

  9. Calendly Integration

    35 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Kim Baumler supported this idea  · 

  10. Allow clients to self-schedule appointments directly through Redtail

    84 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Kim Baumler supported this idea  · 

  11. Form CRS Delivery Documentation

    97 votes
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    7 comments  ·  Redtail CRM » Accounts  ·  Admin →
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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. No place to enter CRS date for Prospect (with no accounts)

    19 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Kim Baumler supported this idea  · 

  13. Best Interest (CRS) Dates

    20 votes
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    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
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    Kim Baumler supported this idea  · 

  14. CRS FORM

    15 votes
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    3 comments  ·  Redtail CRM » Other  ·  Admin →
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    Kim Baumler supported this idea  · 

  15. Option to change the note time stamp

    36 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Kim Baumler supported this idea  · 

  16. Allow for parallel flows through Workflow with dependencies on Workflow Tasks and not just Steps.

    22 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Kim Baumler supported this idea  · 

  17. Add ability for Automations in Workflows

    14 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Kim Baumler supported this idea  · 

  18. Allow Customization of "Things to do today" and other widgets on Homescreen

    29 votes
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    0 comments  ·  Redtail CRM » Today's Overview  ·  Admin →
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    Kim Baumler supported this idea  · 

  19. Interactive Form

    19 votes
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    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    Kim Baumler supported this idea  · 

  20. Allow customization of "Written Agreement Review" types

    163 votes
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    19 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Kim Baumler commented  · 

    Any chance this is happening soon?

    Kim Baumler supported this idea  · 
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