Karen LIng
My feedback
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8 votes
An error occurred while saving the comment Karen LIng
supported this idea
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12 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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An error occurred while saving the comment Karen LIng
commented
We have the option in "accounts" to select "view family accounts" for a contact. Why not be able to carry this election over to the Notes section? Our workaround has been to add the other contact to the Note manually (such as spouse on a joint account, or custodian on a UTMA/UGMA account) but that is clunky. Why not make the "view family" function universal across the entire database? Thanks!
Karen LIng
supported this idea
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47 votes
This 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!
An error occurred while saving the comment Karen LIng
commented
Agreed. The field that imports from RBC only shows "RBC (etc.)" and their account number. It's unfortunately a "key" field for the data import so if you edit it a duplicate record for that account is created which can wreak havoc with portfolio value (doubles it!). An account nickname would save all kinds of time spent on looking up the number somewhere else to verify which account it is.
Karen LIng
supported this idea
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11 votesKaren LIng
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4 votesKaren LIng
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33 votesKaren LIng
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4 votesKaren LIng
supported this idea
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756 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!
Karen LIng
supported this idea
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564 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!
Karen LIng
supported this idea
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28 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 Karen LIng
commented
Yes yes yes.
Karen LIng
supported this idea
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Kelly is right, there are many times when an FA will have an entire discussion with a client via email that does not appear on the calendar since it doesn't generate any "activity" to be assigned; if the goal is to monitor whether a client has had a "touch" by the FA in a given period of time, then email should surely be recorded without having to create a note or activity by copying the email transcript into the client's contact record. If we're creating an audit trail with emails, then should there not be a way to include those as "contact" with a client? As the report is currently set up I have clients showing no contact in a year, when actually there has been a running conversation between FA and client. The extra step of going into each "no-contact" record to verity is very inefficient and time consuming. Thanks.