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Kristen Crouthamel

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  1. 60 votes
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    2 comments  ·  Redtail CRM » Family  ·  Admin →
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    Kristen Crouthamel commented  · 

    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.

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  2. 72 votes
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    Kristen Crouthamel supported this idea  · 
  3. 12 votes
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    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 supported this idea  · 
  4. 59 votes
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    Kristen Crouthamel supported this idea  · 
  5. 42 votes
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    Kristen Crouthamel supported this idea  · 
  6. 36 votes
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    Kristen Crouthamel supported this idea  · 
  7. 82 votes
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    Kristen Crouthamel supported this idea  · 
  8. 33 votes
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    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 Base

    Kristen Crouthamel supported this idea  · 
  9. 12 votes
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    Kristen Crouthamel shared this idea  · 
  10. 56 votes
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    Kristen Crouthamel commented  · 

    AGREE!!!

  11. 49 votes
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    Kristen Crouthamel commented  · 

    agree with Rosemary - at least prompt the question: do you want a contact created for this "new employer".

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  12. 33 votes
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    Kristen Crouthamel supported this idea  · 
  13. 37 votes
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    Kristen Crouthamel supported this idea  · 
  14. 46 votes
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    Kristen Crouthamel supported this idea  · 
  15. 916 votes
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  16. 124 votes
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    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 supported this idea  · 
  17. 96 votes
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    9 comments  ·  Redtail CRM » Notes  ·  Admin →
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    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  · 
  18. 37 votes
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    Kristen Crouthamel commented  · 

    I AGREE!!

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