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  1. 12 votes
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  2. 4 votes
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    Marcus commented  · 

    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".

  3. 24 votes
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    Marcus supported this idea  · 
  4. 207 votes
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    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  · 
  5. 10 votes
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    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

  6. 26 votes
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    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 supported this idea  · 
  7. 7 votes
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  8. 6 votes
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  9. 196 votes
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  10. 138 votes
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    3 comments  ·  Redtail CRM » Notes  ·  Admin →
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    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  · 
  11. 67 votes
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    Marcus commented  · 

    We need this! We need to be able to create an automation based on an activity template!

    Marcus supported this idea  · 
  12. 37 votes
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  13. 12 votes
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  14. 15 votes
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    Marcus commented  · 

    We need to be able to see all future activities for a client.

    Marcus supported this idea  · 
  15. 462 votes
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    Marcus supported this idea  · 
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    Marcus commented  · 

    We should definitely have this capability!

  16. 15 votes
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  17. 9 votes
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  18. 18 votes
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  19. 37 votes
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  20. 33 votes
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    Marcus supported this idea  · 
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    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.

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