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Suzanne Rodriguez

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  1. Auto Populate - Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out con

    227 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Suzanne Rodriguez commented  · 

    That would be a hot mess to have clients put in their own data.

  2. To add on the contact page a place to list beneficiaries

    7 votes
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    1 comment  ·  Redtail CRM » Contact Add Screen  ·  Admin →
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    Suzanne Rodriguez commented  · 

    We have a best practice of adding beneficiaries right to each account and create the PDF report when meeting with a client. Sometimes they have different benes for different accounts, so it might not be the best place on the contact record. The bene reports is really a nice touch. We also put "John's IRA" or "Mary's Bene IRA" in the product field when editing an account so that when we do the bene report, we can see who's account is who's.

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