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Allan

← Customer Feedback for Redtail Technology

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20 results found

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

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

  2. Non-Qualified

    50 votes
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    2 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. search by status

    8 votes
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    1 comment  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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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. Quick Filter for Search Bar

    6 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  · 

  5. nickname

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

  6. search tag groups

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

  7. RMD Ages in Contact Information

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

  8. Make the full name including suffix show on the calendar.

    120 votes
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    7 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Allan supported this idea  · 

  9. dark mode

    150 votes
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    6 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Allan supported this idea  · 

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

    41 votes
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    2 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.

  11. Add wording for "Primary" and "Secondary" advisor or make "Servicing" and "Writing Advisor" editable.

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

  12. consistent client search function: ANY combo of names should work in any contact search box

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

  13. I would really like to have a client portal added so clients and securely upload documents or update client information

    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. Highlight the current date brighter than the pale yellow being used (for the visually impaired)

    143 votes
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    13 comments  ·  Redtail CRM » Calendar  ·  Admin →
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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. On the contact search results page make the columns sort-able.

    101 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  · 

  16. Calandar: Monthly View "At a Glance"

    99 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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    Allan supported this idea  · 

  17. RMD Value & Information section

    1,912 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Allan supported this idea  · 

  18. add a designated beneficiary area for beneficiary information.

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

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

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

  20. When I click "Go back to search Results", take me down to the record I was working on, instead of taking me to the top of the list.

    100 votes
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    5 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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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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