Scott Sirois

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  1. 181 votes
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    11 comments  ·  CRM » Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
    Scott Sirois supported this idea  · 
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    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. 402 votes
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    39 comments  ·  CRM » Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  3. 7 votes
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    0 comments  ·  CRM » Automations  ·  Flag idea as inappropriate…  ·  Admin →
    Scott Sirois shared this idea  · 
  4. 149 votes
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    11 comments  ·  CRM » Calendar  ·  Flag idea as inappropriate…  ·  Admin →
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    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  · 
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    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.

  5. 440 votes
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    14 comments  ·  CRM » Accounts  ·  Flag idea as inappropriate…  ·  Admin →
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    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  · 
  6. 16 votes
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    1 comment  ·  CRM » Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
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    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  · 
  7. 733 votes
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    89 comments  ·  CRM » Email  ·  Flag idea as inappropriate…  ·  Admin →
    Scott Sirois supported this idea  · 
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    Scott Sirois commented  · 

    When an email is shared between two users internally about a client, we have to (today) cut and paste that email into the client's (contact) Notes so it is captured for historical purposes. It would be great if RedTail Email had an optional field where the user could select a client (contact) from their database that would result in that particular email contact to be updated to the client's Recently Added Notes section.

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