Marcus
My feedback
26 results found
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6 votesMarcus
shared this idea
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4 votes
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18 votesMarcus
supported this idea
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150 votes
More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
This suggestion is remaining open and can continue to gather votes and comments!
An error occurred while saving the comment Marcus
commented
Please do something with this. Redtail is now my least favorite website to visit because everyone else has a solution.
Marcus
supported this idea
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10 votes
An error occurred while saving the comment Marcus
commented
Not sure if you're exporting the notes report or not, but you can export to an Excel file then highlight Column C "Contact Name", sort and filter by A to Z
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26 votes
An error occurred while saving the comment Marcus
commented
I agree and cannot believe there is no real way to manage RMDs still. I found keywords to be unhelpful but key words seems to work. I just hate that it's hard to sift through all of our other UDFs out there, we should have a dedicated RMD tab.
Marcus
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7 votesMarcus
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6 votesMarcus
shared this idea
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193 votesMarcus
supported this idea
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138 votes
An error occurred while saving the comment Marcus
commented
I feel like it was very random and unhelpful to go with that formatting. I also dislike that notes do not have time stamps but comments on a note do.
Marcus
supported this idea
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61 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!
An error occurred while saving the comment Marcus
commented
We need this! We need to be able to create an automation based on an activity template!
Marcus
supported this idea
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36 votesMarcus
shared this idea
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12 votesMarcus
shared this idea
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15 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!
An error occurred while saving the comment Marcus
commented
We need to be able to see all future activities for a client.
Marcus
supported this idea
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453 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!
Marcus
supported this idea
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An error occurred while saving the comment Marcus
commented
We should definitely have this capability!
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12 votesMarcus
shared this idea
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9 votesMarcus
shared this idea
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18 votes
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37 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!
Marcus
shared this idea
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31 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!
Marcus
supported this idea
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An error occurred while saving the comment Marcus
commented
Especially when contacts are part of a group 401(k) Plan! I can then put the employer name in the search field and find all employees easily. If I'm forced to remove the membership for retired or terminated employees I lose that ability if they still have assets in the plan but no longer work there.
I'm not sure what you mean, but you can click on the "family name" right below the client's name when you are on their profile. You can then "add spouse".