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Doug

← Customer Feedback for Redtail Technology

My feedback

9 results found

  1. Account Risk Tolerance and Time Horizon Fields

    292 votes
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    23 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Doug supported this idea  · 

  2. Risk tolerance options in Redtail Tailwag

    153 votes
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    9 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Doug supported this idea  · 

  3. Add Additional Fields to the Client Review Section

    365 votes
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    19 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Doug supported this idea  · 

  4. Add an Estate Planning Tab

    106 votes
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    2 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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  5. Age Based Triggers

    886 votes
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    27 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Doug supported this idea  · 

  6. History of Client Reviews

    296 votes
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    12 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Doug supported this idea  · 

  7. Automations: Make the Know your Client Review Date a Trigger Event

    790 votes
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    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Doug supported this idea  · 

  8. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,855 votes
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    131 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Doug commented  · 

    There *needs* to be a way to see missed/past client reviews- if one falls through the ***** for whatever reason (if you unexpectedly have to miss work for a week or two) they get rolled over automatically. This is a serious issue, and a huge flaw in the system. A missed review is unacceptable, they should remain in the system until completed, would also be nice to have a historical list of when the review is completed.

    Doug supported this idea  · 

  9. RMD Value & Information section

    1,985 votes
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    98 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Doug supported this idea  · 

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