Tom M.

← Customer Feedback for Redtail Technology

My feedback

31 results found

  1. Allow Customization of the Know Your Client Tab

    138 votes
    6 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?
    Tom M. supported this idea  · 

  2. combine activities & notes to one tab

    48 votes
    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Tom M. supported this idea  · 

  3. Add Ongoing Activities Tab

    23 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Tom M. supported this idea  · 

  4. Add a "Call History" log similar to "Email History"

    85 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Tom M. supported this idea  · 

  5. Notes to head of household automatically copy to spouse's contact

    25 votes
    4 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Tom M. supported this idea  · 

  6. Link Emails to various contacts

    27 votes
    1 comment  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?
    Tom M. supported this idea  · 

  7. Create functionality so that an email received by another contact in the database could be linked to a different contact.

    27 votes
    1 comment  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?
    Tom M. supported this idea  · 

  8. Portfolio Reporting

    300 votes
    24 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Tom M. supported this idea  · 

  9. licenses

    6 votes
    0 comments  ·  Redtail CRM » Other  ·  Admin →
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    Tom M. shared this idea  · 

  10. Active Seminar Status

    22 votes
    0 comments  ·  Redtail CRM » Seminar  ·  Admin →
    How important is this to you?
    Tom M. supported this idea  · 

  11. Show Attendee Status for Seminar in Contact

    38 votes
    0 comments  ·  Redtail CRM » Seminar  ·  Admin →
    How important is this to you?
    Tom M. supported this idea  · 

  12. Seminar REGISTRANTS v. Invited Contacts

    17 votes
    0 comments  ·  Redtail CRM » Seminar  ·  Admin →
    How important is this to you?
    Tom M. supported this idea  · 

  13. Trusted Contact Field on Contact Card

    62 votes
    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    An error occurred while saving the comment
    Tom M. commented  · 

    This is now strongly encouraged by FINRA and should be added. Ideally, we should be able to select another contact in the CRM because 99% of the time, it will be a spouse/child/parent that is already a contact.

    Our broker-dealer requires us to add trusted contact information or say that none was provided.

    Tom M. supported this idea  · 

  14. Triggers

    251 votes
    12 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Tom M. supported this idea  · 

  15. Automation templates & recurring workflows

    536 votes
    17 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Tom M. supported this idea  · 

  16. Workflow automation to create Activities

    328 votes
    10 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Tom M. supported this idea  · 

  17. Personal Profile Form

    52 votes
    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    An error occurred while saving the comment
    Tom M. commented  · 

    I agree that this needs to be revised. There is so much wasted white space. We would love the ability to create a one-page client profile form with all of the existing information as well as other fields to be customized.

    Back in my ACT! days, I created a one-page report where I can see all family member names and DOBs, account numbers and values, plus other custom fields that we use for client reviews.

  18. Offer a check box or option for "Per Stirpes" in the beneficiary box under the accounts.

    54 votes
    3 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Tom M. supported this idea  · 

  19. Target Dates Based on Previous Step

    28 votes
    1 comment  ·  Redtail CRM » Workflows  ·  Admin →
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    An error occurred while saving the comment
    Tom M. commented  · 

    I agree. This is *the* main reason we really don't use workflows. Nothing goes precisely as planned by setting one target date at the beginning. If a workflow has 12 steps/tasks, and the first step is thrown off by one day, the entire workflow is kinda worthless moving forward.

  20. Dynamic Workflow Due Dates

    379 votes
    15 comments  ·  Redtail CRM » Workflows  ·  Admin →
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