Tom M.
My feedback
31 results found
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1,963 votes
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189 votes
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Tom M.
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861 votes
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An error occurred while saving the comment Tom M.
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242 votes
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An error occurred while saving the comment Tom M.
commented
This was aggravating when we switched to Redtail last year and had 1,600 accounts imported. While it did take me quite some time, I ended up writing a "script" of sorts in Excel to help with this, although it really only helped with qualified accounts.
I exported data from DST Vision, AssetMark, and a few annuity companies. Using the "vlookup" function in Excel, I was able to look up an account number in one spreadsheet, find the type of qualified account, and put that into another spreadsheet that would then be imported back into Redtail.
This took a lot of time but much less than updating 1,600 accounts manually.
It does bug me that the Registration/type of account is in a completely separate section of Account information in Redtail than the Qualified Type field, but it is what it is. I doubt they would totally revamp that since it could drastically affect existing databases.
Please also add Beneficiary Roth IRA to the list of Qualified account types! This is important!
Tom M.
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650 votes
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Tom M.
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An error occurred while saving the comment Tom M.
commented
I was disappointed when we added the email archiving feature. It is a CYA/compliance archiving feature and that's pretty much all it is. I anticipated being able to link an email to a note or activity (i.e., Mr. Jones emailed us a withdrawal request). Instead of having to say in the note "Mr Jones emailed us" we can just link the email to an activity or note, and use this as the backup/timeline of the task.
It would also be helpful to show email history with other notes, or at least be able to toggle them on/off in the Notes view.
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468 votes
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An error occurred while saving the comment Tom M.
commented
I too would like this to be customized. It would be good to be able to remove closed accounts, show full SSNs, and maybe add some UDFs (i.e., favorite drink when in the office, etc).
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495 votes
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An error occurred while saving the comment Tom M.
commented
+1 for per stirpes and per capita! Great suggestion, Leo.
Tom M.
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31 votes
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An error occurred while saving the comment Tom M.
commented
I agree that the tiny circle/square is somewhat useless. I use this mainly for our business clients to add their logo. I don't see the usefulness of using it for clients to add photos since it is so small. There is a lot of real estate on that contact screen header, and a larger client photo/headshot/logo would be useful.
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65 votes
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An error occurred while saving the comment Tom M.
commented
I would also like additional automation triggers. We do a lot of group benefits (401k, group medical, ancillary benefits), and are starting to add workflows for specific employer clients so the proper steps are taken for their specific group. I wanted to set one up to trigger when a new contact has a specific employer. I might start using Source for this instead, and use that as the trigger.
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414 votes
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Tom M.
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421 votes
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Tom M.
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An error occurred while saving the comment Tom M.
commented
+1 for creating a QuickList from a UDF.
This would be incredibly helpful, and I'm surprised that this hasn't been reviewed by Redtail yet.