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Freddy Williamson

← Customer Feedback for Redtail Technology

My feedback

17 results found

  1. next360 part of Pershing/Improvement to end user

    10 votes
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    0 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Freddy Williamson supported this idea  · 

  2. OneNote

    93 votes
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    8 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Freddy Williamson supported this idea  · 

  3. Import Account Transaction Data

    27 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Freddy Williamson supported this idea  · 

  4. Remove Closed Accounts from Reporting Under Account Type

    69 votes
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    10 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Freddy Williamson supported this idea  · 

  5. It would be great if all the pop-up windows were moveable

    20 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Freddy Williamson supported this idea  · 

  6. Accounts Information

    48 votes
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    2 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Freddy Williamson supported this idea  · 

  7. Non-Qualified

    50 votes
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    2 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Received  ·  Redtail Development Team responded

    Redtail has read this 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!

    Freddy Williamson supported this idea  · 

  8. Add Rate Class field for ALL life insurance types

    51 votes
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    2 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Freddy Williamson supported this idea  · 

  9. Renewal Calendar Reminder

    60 votes
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    3 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Received  ·  Redtail Development Team responded

    Redtail has read this 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!

    Freddy Williamson supported this idea  · 

  10. Add more fields under beneficiaries

    492 votes
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    14 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Freddy Williamson supported this idea  · 

  11. RMD Value & Information section

    1,924 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Freddy Williamson supported this idea  · 

  12. UDFs should be able to be used in the advanced search feature.

    409 votes
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    19 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Freddy Williamson supported this idea  · 

  13. Support hyperlinks to web addresses in User Defined fields

    41 votes
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    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Freddy Williamson supported this idea  · 

  14. Missing UDF Report

    15 votes
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    1 comment  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Freddy Williamson supported this idea  · 

  15. Add more FEE input functionality.

    32 votes
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    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
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    Freddy Williamson supported this idea  · 

  16. Track Commissions

    91 votes
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    8 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Freddy Williamson commented  · 

    In the Account level, we need a field where the Fee or Trail % can be typed. A 2nd field would automatically "multiply" the acct value times this Fee or Trail % to show COMPENSATION for this client.

    Then a Report could easily show COMPENSATION for any Group, Category, or Company.

    Freddy Williamson supported this idea  · 

  17. Retriever and Outlook calendar - link to contact based on email address of invitee

    34 votes
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    0 comments  ·  Redtail CRM » Retriever Cloud  ·  Admin →
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    Freddy Williamson supported this idea  · 

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