Daniel Shub

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22 results found

  1. Notes

    143 votes
    1 comment  ·  Redtail CRM » Notes  ·  Admin →
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    Daniel Shub supported this idea  · 

  2. Please make it possible again to view the entire contents of ALL of the notes, not just the older ones. This is very problematic for us.

    197 votes
    4 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Daniel Shub supported this idea  · 

  3. Add fields to comply with the "know your client" FINRA requirements

    145 votes
    10 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Daniel Shub supported this idea  · 

  4. Client Review Report

    95 votes
    3 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Daniel Shub supported this idea  · 

  5. Portfolio Reporting

    300 votes
    24 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Daniel Shub supported this idea  · 

  6. Allow Customization of the Know Your Client Tab

    138 votes
    6 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Daniel Shub supported this idea  · 

  7. Link email to notes/activities

    658 votes
    25 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?
    Daniel Shub supported this idea  · 

  8. History of Client Reviews

    193 votes
    9 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Daniel Shub supported this idea  · 

  9. Account Risk Tolerance and Time Horizon Fields

    292 votes
    23 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Daniel Shub supported this idea  · 

  10. Customize Email viewing permissions

    494 votes
    57 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?
    Daniel Shub supported this idea  · 

  11. Customize Personal Profile Form

    471 votes
    40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Daniel Shub commented  · 

    Yes, will be very helpful to make it customizable. We should be able to pick the field we want to see on the form

    Daniel Shub supported this idea  · 

  12. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,374 votes
    71 comments  ·  Redtail CRM » Family  ·  Admin →
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    Daniel Shub supported this idea  · 

  13. Need a spot to add beneficiary info without creating beneficiary as a contact.

    205 votes
    4 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?
    Daniel Shub supported this idea  · 

  14. Age Based Triggers

    873 votes
    27 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Daniel Shub supported this idea  · 

  15. Meeting Agenda's

    134 votes
    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Daniel Shub supported this idea  · 

  16. Change First Review to Last Review under Client Review

    457 votes
    29 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Daniel Shub supported this idea  · 

  17. Create a Client Review at the Household Level

    114 votes
    6 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Daniel Shub supported this idea  · 

  18. Option to view all activities

    389 votes
    22 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Daniel Shub supported this idea  · 

  19. complete activities from calendar view

    110 votes
    7 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Daniel Shub supported this idea  · 

  20. To Do:

    31 votes
    1 comment  ·  Redtail CRM » Activities  ·  Admin →
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    Daniel Shub supported this idea  · 
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