Leo O'Connor Jr
My feedback
114 results found
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504 votes
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An error occurred while saving the comment An error occurred while saving the comment I agree. Right now, for a 529 for instance, I have to add the account under the parent and for the option to also see it under the kid I end up calling the kid a joint owner, which is not accurate at all but the only way to easily get the result I want.
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213 votes
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An error occurred while saving the comment Also, get your wording consistent. On the main contact page the system uses the terms Writing Advisor and Servicing Advisor but those aren't found in the roles. Are those really additional roles on top of Advisor, Associate Advisor, and CSA? Those are roles that for the best chance of using the system well you will want identified for each client so they should be added when a contact is added and be as visible as servicing and writing advisor is.
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88 votes
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180 votes
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An error occurred while saving the comment Should be able to assign to a team as well as a role. If I am putting an action out for 5 years I don't want to assign it to whoever is our current client service person but to whoever that happens to be in 5 years.
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2,305 votes
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An error occurred while saving the comment This would be awesome if it created a task for us to schedule the meeting. Now if only automations could create activities too...
An error occurred while saving the comment For client review. If the first review date is 1/1/16 and they are annually I would like a list of the review dates as they are passed by so we can input whether they are completed (and if so when) as well as if we failed to do the review, or if we have it scheduled at least. (Being able to customize which action type/category combinations triggered this completion and moved out the date would fix it [also adding a failed/canceled] option to an activity Then I could look up what reviews are due and not yet scheduled or done.
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1,273 votes
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51 votes
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1,416 votes
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806 votes
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948 votes
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12 votes
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76 votes
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108 votes
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45 votes
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93 votes
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190 votes
More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
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45 votes
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18 votes
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12 votes
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An error occurred while saving the comment Exactly!!! Still an issue!
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39 votes
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Also let us designate 'per stirpes, per capita, etc'