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Ty McGilberry

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6 results found

  1. docusign

    56 votes
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    1 comment  ·  Redtail CRM » Automations  ·  Admin →
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    Ty McGilberry commented  · 

    We have a lot of clients docusign everything from financial planning agreements and Investment Policy Statements to Schwab paperwork. It would be amazing if the signed documents were uploaded to the contact document section within the Client Contact record.

    Ty McGilberry supported this idea  · 

  2. Client Review Dates

    22 votes
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    1 comment  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Ty McGilberry supported this idea  · 

  3. Portfolio Balance = Total Family/Household balance

    13 votes
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    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Ty McGilberry supported this idea  · 

  4. Auto Populate - Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out con

    227 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Ty McGilberry supported this idea  · 

  5. Integrate Redtail with DocuSign so we can upload information directly from the CRM into the DocuSign fields.

    26 votes
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    1 comment  ·  Redtail CRM » Integrations  ·  Admin →
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    Ty McGilberry supported this idea  · 

  6. integration with DocuSign

    49 votes
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    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Ty McGilberry supported this idea  · 

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