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Craig Horvath

← Customer Feedback for Redtail Technology

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19 results found

  1. Remove client anniversary reminder if client is terminated

    26 votes
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    1 comment  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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    Craig Horvath supported this idea  · 

  2. Automatically Change Family Upon Divorce

    49 votes
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    0 comments  ·  Redtail CRM » Family  ·  Admin →
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    Craig Horvath supported this idea  · 

  3. Automation Based on Client Marital Status Change

    56 votes
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    2 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Craig Horvath supported this idea  · 

  4. Former Employer in KYC Professional Tab

    7 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Craig Horvath supported this idea  · 
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    Craig Horvath commented  · 

    To echo this suggestion, in KYC professional section, since we can add additional employment history, there should be a field for current employer and former employer. Yes, we can add the employment info in the contact record under basic info, but to capture income for current employer is relevant as well. Furthermore, since people do change jobs and professions, the KYC professional section needs to allow for end date, not just retirement date since you only retire once. Essentially, the section should have Occupation, Employer/Former Employer, Start Date, End Date, Retirement Date and GAI

  5. Display memberships on the front page of the contact record.

    417 votes
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    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Craig Horvath supported this idea  · 

  6. employment history

    18 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Craig Horvath supported this idea  · 
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    Craig Horvath commented  · 

    Yes! Under Know Your Client, in the professional section in the employments category, there should be an end date for employment, not just a retire date. People change jobs all the time and history should be kept.

  7. When adding employment to a client please don’t automatically create a separate contact for the employer

    49 votes
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    7 comments  ·  Redtail CRM » Contact Add Screen  ·  Admin →
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  8. Add Latest CRS Delivery to the Know Your Client Tab

    75 votes
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    3 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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  9. Add More Marital Status Options

    42 votes
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    4 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Craig Horvath supported this idea  · 

  10. marital status

    12 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Craig Horvath supported this idea  · 

  11. Field for date of spouse's death

    18 votes
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    2 comments  ·  Redtail CRM » Family  ·  Admin →
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  12. Add 'Engaged' to Marital Status

    56 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Craig Horvath supported this idea  · 

  13. Have marriage date and divorced date fields.

    26 votes
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    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Craig Horvath supported this idea  · 

  14. Add an "enable reminder" feature for ALL dates

    59 votes
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    1 comment  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Craig Horvath supported this idea  · 

  15. Automatically update Marital Status to Married if attached as a spouse

    86 votes
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    4 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Craig Horvath supported this idea  · 

  16. synchronize wedding anniversary

    61 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Craig Horvath supported this idea  · 

  17. Create a wedding anniversary report - similar to the Birthday Report except for Wedding anniversary

    83 votes
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    4 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  18. Indicate Source of Income

    51 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Craig Horvath supported this idea  · 

  19. Please create a Taxable Income field. AGI and Est. Taxes is useless in determine Marginal tax bracket. Taxable Income does!!!

    15 votes
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    2 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Craig Horvath supported this idea  · 

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