Skip to content

Anonymous

My feedback

45 results found

  1. 271 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
    Anonymous commented  · 

    The trigger event options are seriously limited, we don't find much use out of this system. Would LOVE to see this as an option soon. When an advisor completes an activity, an administrative assistant often has some follow up work to do, this would help hugely. Workflow integrations for automations would be nice too.

    Anonymous supported this idea  · 
  2. 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)
    Anonymous supported this idea  · 
  3. 10 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)
    Anonymous supported this idea  · 
  4. 37 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)
    Anonymous supported this idea  · 
  5. 596 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
    Anonymous commented  · 

    This is so annoying and time consuming that this is not a feature, yet it seems SO BASIC...

    Also, wow. Suggested nearly FIVE years ago, RedTail responded THREE years later. At this time there's been 542 votes, 37 comments. They just made some workflow updates and this was not a part of it!?

    I'm becoming jaded with this suggestion feature looking at this suggestion's (and a few others) history. I can't imagine how overwhelming reviewing all these suggestions can be...but honestly, how the heck are you guys prioritizing these?

    Anonymous supported this idea  · 
  6. 346 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)
    Anonymous supported this idea  · 
  7. 65 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)
    Anonymous supported this idea  · 
  8. 108 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
    Anonymous commented  · 

    I was about to add almost the same exact idea. Most of the time our clients will have the same beneficiaries for their multiple accounts, so having to enter this info in for each account is cumbersome. I was thinking more to have a bene field like the "important info" on the main contact page or something like that. We definitely need to be able to allow listing of multiple beneficiaries. And we need more fields for bene's (as listed above) which should also include the account that bene is linked to.

    Anonymous supported this idea  · 
  9. 492 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)
    Anonymous supported this idea  · 
  10. 9 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Redtail CRM » Other  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Anonymous shared this idea  · 
  11. 1,946 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)
    Anonymous supported this idea  · 
  12. 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)
    Anonymous supported this idea  · 
  13. 12 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
    Anonymous commented  · 

    I think that we are going to try using tag groups for now to get around this and get what we need but I do not like that the info we'll be listing is not as much in view as the categories are. PLEASE also allow us to use MULTIPLE sub categories if you are going to do this. We would plan to use the sub categories to list things like "financial plan" "SIMPLE" "insurance" etc so it IS possible for clients to have multiple of these. Otherwise, if this is not an option then maybe allowing us to just choose multiple categories that could work too. Also, we would very much like to see these sub categories on the memberships screen.

    Anonymous supported this idea  · 
  14. 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)
    Anonymous supported this idea  · 
  15. 130 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)
    Anonymous supported this idea  · 
  16. 16 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
    Anonymous commented  · 

    Yes please to this! This drives our advisor crazy that he can't easily view a client's risk #. We're still new to RT and we honestly thought the integration wasn't working at first because we couldn't see where the information was showing up on the client's contact page! Should be somewhere right at the top and always visible.

    Anonymous supported this idea  · 
  17. 12 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)
    Anonymous supported this idea  · 
  18. 4 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)
    Anonymous supported this idea  · 
  19. 9 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Anonymous shared this idea  · 
  20. 143 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Anonymous supported this idea  · 
← Previous 1 3

Feedback and Knowledge Base