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John Paul Webber

← Customer Feedback for Redtail Technology

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  1. Activity Privacy Options- change default from Everyone or allow users to change default

    99 votes
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    8 comments  ·  Redtail CRM » Activities  ·  Admin →
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    John Paul Webber commented  · 

    For offices with multiple advisors and segregated client bases, being able to allow users to default privacy options to their team saves hundreds, if not thousands, of mouse clicks over the course of just one year.

    This functionality should be enabled immediately to enhance administrative efficiency and decrease server resource loads.

    John Paul Webber supported this idea  · 

  2. Portfolio Reporting

    297 votes
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    24 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    John Paul Webber supported this idea  · 
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    John Paul Webber commented  · 

    Please consider broadening this functionality beyond these two specific reports so that any two, or more reports currently built out in the Redtail system can be combined in a single, consolidated report.

    [Bonus points for the ability to sort on various criteria such as type (e.g., portfolio detail, beneficiary report, etc.), date/time (e.g., chronological order, most recent first, etc.), alpha (e.g., A-Z, Z-A, etc.) and so on...]

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