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Robin

← Customer Feedback for Redtail Technology

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6 results found

  1. On the contact search results page make the columns sort-able.

    101 votes
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    13 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Robin supported this idea  · 

  2. Review Frequency should be More Flexible

    315 votes
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    22 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Robin commented  · 

    An exact date is worthless. We need to know the month(s) a client would like to be seen. Your system has overcomplicated this process to the point that if you don't run a list after a review date has passed for a client and it's one of their recurring dates - they arent caught in the list because your list runs off of the top box. Therefore all reviews have to be ran before the date. Plus Advisors mess up the review boxes all of the time. Just make it months that you check mark - so much easier.

    Robin supported this idea  · 

  3. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,253 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Robin supported this idea  · 

  4. Change First Review to Last Review under Client Review

    437 votes
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    27 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Robin supported this idea  · 

  5. Make it possible to change a client's next review date without changing first review date!

    564 votes
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    34 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Robin supported this idea  · 

  6. Account Risk Tolerance and Time Horizon Fields

    292 votes
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    23 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Robin commented  · 

    As a CRM for financial advisors it would be extremely prudent to have at least 5 risk tolerance fields at a bare minimum. Three is totally unacceptable and far from following the "know your client" rules.
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    Robin supported this idea  · 

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