Anonymous
My feedback
42 results found
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1,271 votes
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22 votes
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188 votes
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Anonymous
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1,963 votes
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An error occurred while saving the comment Anonymous
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328 votes
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Anonymous
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254 votes
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Anonymous
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421 votes
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Anonymous
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157 votes
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Anonymous
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94 votes
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Anonymous
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101 votes
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Anonymous
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782 votes
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Anonymous
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285 votes
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An error occurred while saving the comment Anonymous
commented
This would be a great improvement. Completed activities should be sorted newest to oldest. Even better, add the sorting back to the columns and let users choose how we view completed activities.
Anonymous
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51 votes
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An error occurred while saving the comment Anonymous
commented
Agreed! Can you also please alphabetize the memebership dropdown list? Save us some time searching.
An error occurred while saving the comment Anonymous
commented
This would be great - Memberships should show up on that page with the dependent family. Clients have brothers and sisters and other family members that are not dependent. IT would be much easier to have ALL related people show up in one location.
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54 votes
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An error occurred while saving the comment Anonymous
commented
Also, designations aren't always a percentage, sometimes they are specific dollar amounts. It would be nice if the percentages didn't round to a whole number too. If we type in 16.67%, it should show that way on the accounts page instead of rounding every bene up to the next whole number.
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1,371 votes
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Anonymous
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146 votes
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242 votes
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Anonymous
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251 votes
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Anonymous
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599 votes
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Anonymous
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249 votes
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Anonymous
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RMD tracking in Tailwag would be extremely helpful. Right now, we have to store all of our tracking information in the Imp Info or on a separate spreadsheet. Clients can have 3 or 4 RMDs to track and it would be a lot easier if we could do it in the CRM.
Plus, we could finally include all RMDs on reporting - like beneficiary IRAs where the client is under 70.5. The current RMD report won't include these type of RMD scenarios.