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94 results found

1. Link Account to Multiple Contacts

   102 votes

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   8 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Received  ·  Redtail Development Team responded

   Redtail has read this suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!

   JD supported this idea  ·  Nov 25, 2024

2. Be able to remove account types we don't use

   18 votes

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   0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   JD supported this idea  ·  Nov 25, 2024

3. add a new word to status

   10 votes

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   0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   JD supported this idea  ·  Nov 25, 2024

4. family tree & relationship within client profile

   7 votes

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   0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   JD supported this idea  ·  Nov 25, 2024

5. Create insurance account pages that actually make sense with insurance reports

   9 votes

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   0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   JD supported this idea  ·  Nov 25, 2024

6. Is it possible to add a block under "Accounts" for RMD's? (Required Minimum Distributions?

   19 votes

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   0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   JD supported this idea  ·  Nov 25, 2024

7. Add Types of Accounts (Insurance/Investment)

   18 votes

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   0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   JD supported this idea  ·  Nov 25, 2024

8. identify what accounts have been linked after running auto link

   4 votes

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   0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   JD supported this idea  ·  Nov 25, 2024

9. Copy Account Feature

   6 votes

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   0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   JD supported this idea  ·  Nov 25, 2024

10. Account Tab - Beneficiary report - autofill

    6 votes

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    0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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    JD supported this idea  ·  Nov 25, 2024

11. account ownership

    4 votes

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    0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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    JD supported this idea  ·  Nov 25, 2024

12. Show individual portfolio balance and household balance on client page

    4 votes

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    0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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    JD supported this idea  ·  Nov 25, 2024

13. Combine accounts with multiple funds

    4 votes

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    0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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    JD supported this idea  ·  Nov 25, 2024

14. jennifer@sca-team

    3 votes

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    0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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    JD supported this idea  ·  Nov 25, 2024

15. account product

    9 votes

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    0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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    JD supported this idea  ·  Nov 25, 2024

16. jd.koyle@allegisfp.com

    3 votes

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    0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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    JD shared this idea  ·  Aug 28, 2024

17. automation

    9 votes

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    0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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    JD supported this idea  ·  Aug 28, 2024

18. Add a Trigger Event for Automations for Calendar Entry- change or completion

    12 votes

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    0 comments  ·  Redtail CRM » Automations  ·  Delete…  ·  Admin →
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    JD supported this idea  ·  Aug 28, 2024

19. jd.koyle@allegisfp.com

    3 votes

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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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    JD shared this idea  ·  May 15, 2024

20. jd.koyle@allegisfp.com

    3 votes

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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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    JD shared this idea  ·  May 15, 2024