Leo O'Connor Jr
My feedback
176 results found
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33 votes
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194 votes
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32 votes
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210 votes
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An error occurred while saving the comment This!!! Make it exportable too!
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41 votes
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16 votes
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109 votes
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An error occurred while saving the comment Yeah, we had to add a UDF to do that. It would make lots of sense if that was built in better.
An error occurred while saving the comment We are just starting a tracking using UDFs on the contact level and using the annual review field but instead of putting down the first review, we put the date of the latest review instead. It would be nice to know that info under the KYC part of the home page. Also could do with a review calendar where it has 12 squares, one for each month, and then shows you based on the KYC field when each one is due for an appointment (and possibly showing the same client 4 times if they have quarterly meetings)
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50 votes
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22 votes
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An error occurred while saving the comment I have Account level UDFs in place for RMDs and want to know waht company the accounts are at so I can check one company at a time easily.
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13 votes
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An error occurred while saving the comment Same for pulling one out of the recycling bin
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31 votes
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842 votes
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An error occurred while saving the comment Similarly, I want to set up automations so when a client is marked former then the birthday reminder checkbox is automatically unchecked.
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In the Banking Section of Know Your Client, please add a field to list the Name of the Bank Account.
18 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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An error occurred while saving the comment Also add account type field. That way I can say John H. Client under registration, checking under type, and Bank of America under Bank Name
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94 votes
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7 votes
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22 votes
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51 votes
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31 votes
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81 votes
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An error occurred while saving the comment This fact that this doesn't show up in the timeline is scary. That isn't helpful at all. Maybe the popup is a choice to enable (or maybe that'd help them record the change better on the timeline)
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41 votes
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I need this! I use former client in the status for most people but when a client dies they are deceased in status and the category continues to denote they have open accounts until their accounts are closed, in which case I put their category as a former client. Now I am missing a workflow triggering for former clients if they happen to be deceased because you are stingy with the automation triggers.