Cheung Chan

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32 results found

  1. Servicing Advisor = Advisor Role

    76 votes
    4 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Cheung Chan supported this idea  · 

  2. Add Contact Roles as options for Custom Exports

    30 votes
    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
    How important is this to you?
    Cheung Chan supported this idea  · 

  3. Client Profile Sheet/ PDF Report

    9 votes
    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Cheung Chan supported this idea  · 

  4. custom reports

    39 votes
    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
    How important is this to you?
    Cheung Chan supported this idea  · 

  5. need all fields available to select from for custom reporting

    932 votes
    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
    How important is this to you?
    Cheung Chan supported this idea  · 

  6. custom report to PDF to show Client Account details and balance and withdrawals and RMD

    17 votes
    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Cheung Chan supported this idea  · 

  7. Customized Reports exported to PDF

    61 votes
    3 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
    How important is this to you?
    Cheung Chan supported this idea  · 

  8. Create option to "freeze" the 'all day' row

    14 votes
    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
    How important is this to you?
    Cheung Chan supported this idea  · 

  9. product type

    4 votes
    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Cheung Chan supported this idea  · 

  10. Adding Additional Roles

    234 votes
    19 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Cheung Chan supported this idea  · 

  11. Notes/Activities Should Inherit Permissions of Contact

    4 votes
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Cheung Chan supported this idea  · 

  12. Keyword and Contact Card Placement

    6 votes
    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Cheung Chan supported this idea  · 

  13. Roles & Permissions Changes & Customizations

    31 votes
    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Cheung Chan supported this idea  · 

  14. Adding CSA to the clients contact details section, while maintaining writing and servicing advisors. Not just under roles and permissions.

    6 votes
    0 comments  ·  Redtail CRM » Contact Add Screen  ·  Admin →
    How important is this to you?
    Cheung Chan supported this idea  · 

  15. Form CRS Tracking at the Contact Level instead of Account Level

    54 votes
    2 comments  ·  Redtail CRM » Other  ·  Admin →
    How important is this to you?
    Cheung Chan supported this idea  · 

  16. Multiple Entries for Form CRS for documentation

    15 votes
    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?
    Cheung Chan supported this idea  · 

  17. Client review section.Would like to see "next dates" Quarterly, Semi-annual and Annually

    36 votes
    0 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Cheung Chan supported this idea  · 

  18. Meeting Agenda's

    134 votes
    1 comment  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Cheung Chan supported this idea  · 

  19. Return to the top of the page when clicking on next page

    3 votes
    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Cheung Chan shared this idea  · 

  20. Make a "this was a client review" check box in notes and activities

    107 votes
    6 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Cheung Chan supported this idea  · 
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