Skip to content

Allan

My feedback

12 results found

  1. 26 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Allan supported this idea  · 
  2. 53 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)

    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. 7 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    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. 107 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Allan supported this idea  · 
  5. 13 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Allan supported this idea  · 
  6. 78 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Allan supported this idea  · 
  7. 213 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Allan supported this idea  · 
  8. 50 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    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.

  9. 101 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    Allan commented  · 

    Dennis - well said.

    Allan supported this idea  · 
  10. 1,952 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Allan supported this idea  · 
  11. 111 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Allan supported this idea  · 
  12. 916 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Allan supported this idea  · 

Feedback and Knowledge Base