Leo O'Connor Jr

← Customer Feedback for Redtail Technology

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  1. Add writing advisor to No Contact report filter

    6 votes
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    0 comments  ·  CRM » Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr shared this idea  · 

  2. trigger events

    12 votes
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    0 comments  ·  CRM » Automations  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 

  3. Ability to archive a UDF

    12 votes
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    3 comments  ·  CRM » Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
    An error occurred while saving the comment
    Leo O'Connor Jr commented  · 

    Can you tell our UDFs have to do with RMDs and I set them up in January? Thinking about this issue yet again.

    An error occurred while saving the comment
    Leo O'Connor Jr commented  · 

    That's funny. Came to suggest the same thing but I guess I recommended this last year. Would love to delete from each account my UDF '2017 RMD Status' and make a note of that deletion by having the system auto add notes that read "Deleted Account UDF - 2017 RMD Status - Complete' from LPL Acct 12345678."

    Leo O'Connor Jr shared this idea  · 

  4. Ability to make certain contacts important information popup a window when you open contact

    21 votes
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    0 comments  ·  CRM » Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr shared this idea  · 

  5. Hover on Important Information Icon to Read Important Information

    13 votes
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    0 comments  ·  CRM » Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr shared this idea  · 

  6. Hover over appointment for location details

    32 votes
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    3 comments  ·  CRM » Activities  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 

  7. When entering a new contact we need an option for ESTATE

    10 votes
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    2 comments  ·  CRM » Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
    An error occurred while saving the comment
    Leo O'Connor Jr commented  · 

    I agree. At the moment I am just putting those in as trusts and if I want a list of just estates I just search for contacts with the word 'estate' in the title. It isn't perfect for sure.

  8. UDF's in Advanced Search

    15 votes
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    0 comments  ·  CRM » Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 

  9. snowbird address

    15 votes
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    0 comments  ·  CRM » Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 

  10. Allow clients to schedule their own appointments in crm

    24 votes
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    1 comment  ·  CRM » Calendar  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 

  11. On fields in account edit screen, give us way to consolidate options

    3 votes
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    0 comments  ·  CRM » Accounts  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr shared this idea  · 

  12. allow today view to to show our preference of today's activities

    12 votes
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    0 comments  ·  CRM » Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr shared this idea  · 

  13. Show Multi-day Activities in Today's Overview "Open Activities" Section

    25 votes
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    1 comment  ·  CRM » Activities  ·  Flag idea as inappropriate…  ·  Admin →
    An error occurred while saving the comment
    Leo O'Connor Jr commented  · 

    I usually work out of the Today view and when I schedule multiday activities I am giving myself more chance to see it. Except of course the system does what it does now and does not show it to be each of those days. This needs to be fixed.

    Leo O'Connor Jr supported this idea  · 

  14. Colored border to signify assigned users

    4 votes
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    0 comments  ·  CRM » Calendar  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr shared this idea  · 

  15. Filling Account Fields

    6 votes
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    0 comments  ·  CRM » Accounts  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr shared this idea  · 

  16. Pls. allow us to add activities in the month view without "all day" as the default

    7 votes
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    0 comments  ·  CRM » Activities  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 

  17. Add a button

    17 votes
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    1 comment  ·  CRM » Activities  ·  Flag idea as inappropriate…  ·  Admin →
    An error occurred while saving the comment
    Leo O'Connor Jr commented  · 

    100%! Even allow us to set this up in options for autoroll activitites with certain statuses (checking the box of all but the meeting, scheduled calls, out of office). That way we don't even have to click the button per activity.

    Leo O'Connor Jr supported this idea  · 

  18. Financial Planning Tab in Clients

    18 votes
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    0 comments  ·  CRM » Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr shared this idea  · 

  19. Link more than two contacts as account owners

    17 votes
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    0 comments  ·  CRM » Accounts  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr shared this idea  · 

  20. Personal Profile Form - Accounts Ownership

    20 votes
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    1 comment  ·  CRM » Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
    Leo O'Connor Jr supported this idea  · 
    Leo O'Connor Jr shared this idea  · 
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