Charles
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20 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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Charles
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1,253 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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1,924 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Charles
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If this automatically updates in error - showing us we've reviewed an account when we really haven't - and we all think everything has been in good order with one of our clients accounts, but it really isn't... Worst case scenario we lose potentially huge accounts from our AUM because our customer service level isn't satisfactory based on the client review section updates. - All because a system isn't working how it realistically should be by an apparent large vote of client database users compared with some other items being reviewed on the Redtail to do list.
I sincerely hope this does get addressed somehow, or we could lose out on a customer and/or their future referrals because I told a boss all of our accounts are up to date on reviews, upon which time we then we get an angry customer's phone call asking why we haven't been in touch in the past few months/years or even worse, see their account has been transferred out entirely.
The system users should be checking off that a review was completed and to update to the next scheduled review date.
Not simply a reminder that can get lost in the shuffle. Reviews are one of the most important scheduled events for customer service we could ever use on the system.
I understand there are activities that could be created that basically sidestep this issue entirely, but why even have the section in the database, then? As a reminder of how it doesn't work in the first place? It can't be a trusted source of information, which the database is all about.
How can this go for this long unchecked, or without any update on the status of the original request's review?