Ethan Klee
My feedback
39 results found
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13 votes
An error occurred while saving the comment -
15 votes
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15 votes
An error occurred while saving the comment Even a checkbox that says "send text to notes" or "create activity from text"
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1 vote
An error occurred while saving the comment Compliance wise they must have been delivered your disclosures on the message chain at some point prior to you replying, so it is unfortunately a FINRA/SEC requirement, not a redtail feature.
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9 votes
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3 votes
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10 votes
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873 votes
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
An error occurred while saving the comment We got the ability to report through an entirely different companies software before this feature has been implemented - and EVERY OTHER CRM does it. Why are we so behind?? Orion has done nothing for this CRM.
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28 votes
An error occurred while saving the comment Alternately, for spouse linked contacts - lets have a toggle button that lets up click to the other spouses name and display their KYC section.
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1,251 votes
Redtail’s Product Owner has read the 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!
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1,280 votes
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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31 votes
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41 votes
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49 votes
An error occurred while saving the comment With the switch in pricing packages for users vs database, this is more needed than ever, and still completely unadressed. There are compliance departments out there considering banning redtail imaging as a file database because you cannot secure this permission option, making it non-compliant.
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18 votes
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12 votes
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28 votes
An error occurred while saving the comment There are about 10 of this same idea each with 10-30 votes, can a moderator please consolidate these into the same post?
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227 votes
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25 votes
An error occurred while saving the comment Yes! We've been talking for years about how the "important info" should have a toggle for "open upon opening contact card" so it either pops up, or expands that area at the TOP of the client card. Heck, it's got a big red circle when we hover, let us choose what color that icon is or something at the bare minimum.
Brought this up to a rep at a conference and was told this was being pushed for launch ASAP, but so far nothing.
We recommended labeled buttons to jump to that letter on the list, or simply adding a dynamic filtering search bar.
We have had our RT Imaging database for 17 years as a firm with over 1500 contact folders over time, and having to scroll through the entire list to get to a client with a W last name is the literal bane of my existence right now.