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Chelsea Heintschel

← Customer Feedback for Redtail Technology

My feedback

9 results found

  1. ability to sort, save & attach docs to Document page & Workflows at various stages of completion

    373 votes
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    13 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Chelsea Heintschel commented  · 

    So many processes for financial advisory firms require documentation. Without allowing attachments in workflows, we're required to jump back and forth between different systems, which makes the workflow much less efficient.

    Chelsea Heintschel supported this idea  · 

  2. Dynamic Workflow Due Dates

    376 votes
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    15 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Chelsea Heintschel supported this idea  · 

  3. Add a notification for PAST DUE tasks, workflows, etc.

    39 votes
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    0 comments  ·  Redtail CRM » Notifications  ·  Admin →
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    Chelsea Heintschel supported this idea  · 

  4. Allow customization of "Written Agreement Review" types

    169 votes
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    19 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Chelsea Heintschel commented  · 

    Agree with this suggestion. We were really surprised to see there isn't a space for Suitability Form signature seeing as that's a major compliance necessity

  5. Assign Activity to Team

    164 votes
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    10 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Chelsea Heintschel supported this idea  · 

  6. Add Opportunity Notes to Linked Contacts

    149 votes
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    12 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Chelsea Heintschel commented  · 

    When you link an opportunity to a contact, the notes should sync up with one another, but they don't, so you have to search between the opportunity and the contact to find the note you're looking for.

    Chelsea Heintschel supported this idea  · 

  7. UPDATE STRATEGIC ALLOCATION MODEL

    38 votes
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    4 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Chelsea Heintschel commented  · 

    Agree! We would like the ability to adjust the choices for time horizon and risk tolerance - they are too limited right now. It would also be helpful if we could add additional sections, as this could be a place where suitability information is held.

  8. RMD Value & Information section

    1,963 votes
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    95 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Chelsea Heintschel supported this idea  · 

  9. filter notes by user in contact

    25 votes
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    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Chelsea Heintschel shared this idea  · 
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    Chelsea Heintschel commented  · 

    I’d like to suggest that the function to filter notes by creator within individual accounts be added. Multiple people may add notes to the same account, so if time has passed and you want to find your own note for any particular client, you have to sift through all entered notes to do so.

    I'd also like to suggest that notes that are added to activities be visible in the general notes section as well. Right now, when you create a note within an activity, you will see it in the most recent notes section, but after time passes, the only way you can view that note again is by going back into that activity.

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