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Jamal Mahmood

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  1. 3 votes
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    Jamal Mahmood shared this idea  · 
  2. 42 votes
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    Jamal Mahmood supported this idea  · 
  3. 22 votes
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    Jamal Mahmood supported this idea  · 
  4. 23 votes
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    1 comment  ·  Redtail CRM » Family  ·  Admin →
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    Jamal Mahmood commented  · 

    Yes I was going to type this myself and then I found this. Seems like such an easy fix (though I'm sure it's always more complex than it seems :).

    Also, gender. Just let us add DOB, SS, and Gender when we're adding dependents. Thank you!

    Jamal Mahmood supported this idea  · 
  5. 13 votes
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    Jamal Mahmood commented  · 

    I was going to suggest the general idea of "activities without a date." If you are familiar with Getting Things Done (the productivity system), activity "lists" are a big thing. For clients, an "agenda" of things do to "when I see them" would be huge- I definintely don't want them tied to a date, if I don't know when I'm seeing them.

    And then there are "issues" or "someday maybe" items that we want to do for the firm... we definitely want to remember them, but we definitely DONT know when we want to do them, and we certainly don't want to be prompted by them on a random tuesday.

    I think you just need a checkbox that mutes the date, and then we can always sort for "activities without a date." If we can sort those by client, that's all you need to get an agenda for a client meeting. And if we can sort them by category, that's all we need for an issues list for a particular part of our firm.

    Right now, I jsut keep an excel list for the issues for the firm, and for the clients we keep it in the "important information" section, but neither one is ideal.

    Jamal Mahmood supported this idea  · 

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