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K DeMarco

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  1. Integration with Blackrock iShares 529 accounts

    1 vote
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    K DeMarco shared this idea  · 

  2. Integration with Blackrock iShares 529 accounts

    1 vote
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    K DeMarco shared this idea  · 

  3. Accounts should show the Title: Eg. John Paul and Sue Johns Joint TOD

    239 votes
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    22 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    K DeMarco commented  · 

    WAITING WAITING WAITING FOR SOMETHING THAT EVERY CRM PLATFORM PROVIDES. HOW IN THE WORLD DOES ACCOUNT TITLE NOT MAKE TOP OF LIST??

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    K DeMarco commented  · 

    What will it take for this to get done? it is next to meaningless to look at any screen with accounts that does not show registration.

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    K DeMarco commented  · 

    What will it take for this to get done? it is next to meaningless to look at any screen with accounts that does not show registration.

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    K DeMarco commented  · 

    PLEASE PLEASE PLEASE - can you PLEASE add account title to screens and reports.

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    K DeMarco commented  · 

    Any progress? I am have been waiting for account titles since 2016.

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    K DeMarco commented  · 

    PLEASE add the account title to ALL screens and reports. PLEEEEEEEEEEEEEEEEEEEEZE.

    K DeMarco supported this idea  · 
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    K DeMarco commented  · 

    any progress on this? it just seems so logical.

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    K DeMarco commented  · 

    Thats why this fix is so important - you should not have to do any workarounds like those mentioned here to see the acct registration. Please - make this change happen!!

  4. In accounts we should be able to add a place to name the account and not just see the account number

    4 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Reviewed  ·  Redtail Development Team responded

    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!

    K DeMarco supported this idea  · 

  5. need all fields available to select from for custom reporting

    910 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    K DeMarco supported this idea  · 
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    K DeMarco commented  · 

    Can you please add the spouse's driver's license field for available fields to export? currently you have All fields for client, but ONLY driver's license number for spouse. This is illogical

  6. Allow customization of "Servicing Advisor" and "Writing Advisor" terms

    78 votes
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    Received  ·  8 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    K DeMarco supported this idea  · 

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