Kristen Crouthamel
My feedback
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63 votes
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An error occurred while saving the comment Kristen Crouthamel
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73 votes
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Kristen Crouthamel
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12 votes
An error occurred while saving the comment Kristen Crouthamel
commented
PLEASE ADD! As stated in other "marital status" requests, the only way their partner shows up in the basic contact bar at the top is if you "marry" them with a "married" status. It would be nice to say in the contact status bar at the top, "Engaged to" or "life partner" or "domestic partner" and I would like to add "Significant Other" to the marital status list as well. So that, if selected, then the contact status bar at the top would be "Signification other of Bob Smith", for example. Or Engaged to "Mary Smith", and visa versa.
Kristen Crouthamel
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74 votes
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Kristen Crouthamel
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45 votes
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Kristen Crouthamel
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36 votes
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Kristen Crouthamel
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88 votesKristen Crouthamel
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33 votes
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An error occurred while saving the comment Kristen Crouthamel
commented
YES! I wish I could add a screen shot here, but for one client, for example, it has old stuff from 2019 with a full date listed, then anything overdue in the current year with just a month & day of month, then anything in the rest of the current week it shows just a day of the week, then the following year it goes back to dates. Just have it ALL be dates, FULL DATES for consistency. Or make it an option for the user how they want to see it. (yes, I filter for ALL Open Activities and since they don't have a way to do this, I go back to 2000 and out 50 years to be sure I'm able to see anything overdue or open in the future. I have to do the same for completed activities.)
Open Activities - 01/01/2000 to 09/16/2050 (8)
DATE TYPE # SUBJECT ASSIGNED TO LOCATION CATEGORY
Dec 26, 2019
All Day Task Online Access Request - TDA Task
Dec 26, 2019
All Day Task Retirement Analyzer - Initial Reports Task
Dec 27, 2019
All Day Appointment Meeting / Paperwork Only Meeting - Client
Dec 31, 2019
All Day Task Obtain Life Insurance/LTC Hybrid Quotes Task
Jun 25
All Day Task Analyze Pacific Life VA (Jeanette, IRA), Annually Task
Friday
All Day Task Analyze Prudential VA (Bill, SEP IRA), Annually Task
Wednesday
All Day Task Transfer-In: TO Bill's TDA Individual(k); Rollover from Putnam SEP IRA 2 users Task
Jan 4, 2021
All Day Touch Base Touch Base / Schedule Review 2 users Touch BaseKristen Crouthamel
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12 votesKristen Crouthamel
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56 votes
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An error occurred while saving the comment Kristen Crouthamel
commented
AGREE!!!
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53 votes
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An error occurred while saving the comment Kristen Crouthamel
commented
agree with Rosemary - at least prompt the question: do you want a contact created for this "new employer".
Kristen Crouthamel
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33 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
Kristen Crouthamel
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37 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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Kristen Crouthamel
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46 votesKristen Crouthamel
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932 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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127 votes
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An error occurred while saving the comment Kristen Crouthamel
commented
YES PLEASE. Relationships for sure. And allow us to be able to put that where we want it on the left-handed navigation bar under Contacts. I use that a lot to see connections, or all employees of a certain company, etc.
Kristen Crouthamel
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99 votes
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An error occurred while saving the comment Kristen Crouthamel
commented
Please add the ability to link a note or notes to multiple Activities. Sometimes when logging a client email or other correspondence, phone call, letter, etc. that conversation with the client covers three tasks/activities being worked on. Rather than having it linked to just ONE activity, I'd like to be able to link it to all activities that may be covered - usually service activity oriented. Right now I have to put the same note in three times if it covers three activities (copy & paste), then it shows up three times in the notes screen.
Kristen Crouthamel
supported this idea
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37 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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An error occurred while saving the comment Kristen Crouthamel
commented
I AGREE!!
AGREE! As stated in other "marital status" requests, the only way their partner shows up in the basic contact bar at the top is if you "marry" them with a "married" status. It would be nice to say in the contact status bar at the top, "Engaged to" or "life partner of" or "domestic partner of" and I would like to add "Significant Other" to the marital status list as well. So that, if selected, then the contact status bar at the top would be "Signification other of Bob Smith", for example. Or Engaged to "Mary Smith", and visa versa.