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Allan

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  1. 26 votes
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    Allan supported this idea  · 
  2. 50 votes
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    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!

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    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. 8 votes
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    Allan commented  · 

    I agree. This suggestion could be merged with the other suggestion "Quick Filter for Search Bar" for more votes.

    Allan supported this idea  · 
  4. 7 votes
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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  · 
  5. 107 votes
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    Allan supported this idea  · 
  6. 12 votes
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    Allan supported this idea  · 
  7. 78 votes
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    Allan supported this idea  · 
  8. 120 votes
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    Allan supported this idea  · 
  9. 207 votes
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    Allan supported this idea  · 
  10. 44 votes
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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.

  11. 38 votes
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    Allan supported this idea  · 
  12. 31 votes
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    Allan supported this idea  · 
  13. 28 votes
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    3 comments  ·  Redtail CRM » Other  ·  Admin →
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    Allan supported this idea  · 
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    Allan commented  · 

    Even without a robust "client portal", the ability to invite clients to periodically "affirm" or "update" their contact information would be huge.

    It's easy to lose track of 200+ people... they change jobs, they drop their land line or get a new cell phone plan, they move addresses without telling you. It would be great to be able email and engage our clients once per year with an easy "widget" that they could interact with.

  14. 143 votes
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    Allan supported this idea  · 
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    Allan commented  · 

    I am not visually impaired and in the right light it is nearly impossible to detect the pale yellow that highlights the current date. It needs to be darker/bolder (not brighter) to contrast with the white calendar around it.

  15. 101 votes
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    Allan commented  · 

    Dennis - well said.

    Allan supported this idea  · 
  16. 99 votes
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    Allan supported this idea  · 
  17. 1,927 votes
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    Allan supported this idea  · 
  18. 108 votes
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  19. 910 votes
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    Allan supported this idea  · 
  20. 100 votes
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    Allan commented  · 

    @Suzanne - I don't remember what i was doing at the time, but I'm pretty sure it was not an option for bulk change.

    Allan shared this idea  · 

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