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Allan

← Customer Feedback for Redtail Technology

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11 results found

  1. Please add "Non-Qualified" and "Non-Qualified Joint" to the drop down menu, for when tax qual. box is NOT checked.

    29 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Allan supported this idea  · 

  2. Non-Qualified

    59 votes
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    3 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Received  ·  Redtail Development Team responded

    Redtail has read this suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!

    An error occurred while saving the comment
    Allan commented  · 

    3 votes from me.

    There are many types of NQ accounts (Individual, JTWROS, JTIC, TOD, JTWROS TOD, Trust, Estate, to name a few. However there are many Qualified account types, and there is a drop down for those.

    We should see the account registration type for all accounts, not just the Qualified ones.

    Allan supported this idea  · 

  3. Quick Filter for Search Bar

    7 votes
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    2 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Allan commented  · 

    @Anonymous I think what Mary is saying is that she wants from her quick searches (the one that auto-suggests as you type) to have option to only display active clients, not deceased, inactive, and prospects. 99% of time those contacts are noise. Active clients need to be prioritized and more easily accessible without using "Advanced Search" like you're describing.

    Allan supported this idea  · 

  4. nickname

    129 votes
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    7 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Allan supported this idea  · 

  5. search tag groups

    13 votes
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    0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Allan supported this idea  · 

  6. RMD Ages in Contact Information

    80 votes
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    7 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Allan supported this idea  · 

  7. notes comments should be viewable on the notes screen without having to click on them

    51 votes
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    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Allan commented  · 

    There is so much wasted white space on the Notes and Activities screens. We need more simplified visibility in general. I think it's partially because of all the categorization options.

    Some of us don't categorize every note. Sometimes a note is just a note.

  8. On the contact search results page make the columns sort-able.

    104 votes
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    13 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Allan commented  · 

    Dennis - well said.

    Allan supported this idea  · 

  9. RMD Value & Information section

    1,985 votes
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    98 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Allan supported this idea  · 

  10. add a designated beneficiary area for beneficiary information.

    121 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Allan supported this idea  · 

  11. need all fields available to select from for custom reporting

    942 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Allan supported this idea  · 

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