Skip to content

Scott Sirois

← Customer Feedback for Redtail Technology

My feedback

5 results found

  1. Make ALL Fields Searchable in the Advanced Search

    210 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    11 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Scott Sirois supported this idea  · 
    An error occurred while saving the comment
    Scott Sirois commented  · 

    I agree 100%. We are really trying to move all of our "client data" from disparate sources (like spreadsheets) into the CRM. However, it is frustrating that we can't search or report on quite a bit of this info (thus why it is in spreadsheets with filters!!).

    This is really important if we are to rely heavily and solely on our CRM as our primary client contact source of information. Please.

  2. Customize Personal Profile Form

    447 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

  3. Filter client reviews and birthdays by user

    152 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    12 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Scott Sirois commented  · 

    Displaying all client reviews to all advisors creates too much "noise" on the overview page and reminders page for a given advisor. Ideally, the servicing advisor would only see reminders for their client review meetings.

    Scott Sirois supported this idea  · 
    An error occurred while saving the comment
    Scott Sirois commented  · 

    We have more than one advisor in the office and would only like to have the client review reminder display on the overview page for the applicable servicing advisor, not all advisors.

  4. Add more fields under beneficiaries

    463 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    14 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Scott Sirois commented  · 

    This would be an outstanding and much needed enhancement to the CRM! There is currently no good place for this valuable and vital client account information. The sooner the better! Please!

    Scott Sirois supported this idea  · 

  5. Include CSA in Contact Details (along side Writing Advisor and Servicing Advisor)

    22 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Scott Sirois commented  · 

    Add the above mentioned roles alongside Servicing Advisor and Writing Advisor so we are able to assign and identify the complete team responsible for servicing a particular client. Currently we have to use UDF for this and this isn't available or visible in the client contact details.

    Scott Sirois supported this idea  · 

Feedback and Knowledge Base

(thinking…)