Jamie Hornback
My feedback
16 results found
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22 votesJamie Hornback
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13 votesJamie Hornback
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28 votesJamie Hornback
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24 votes
An error occurred while saving the comment Jamie Hornback
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117 votesJamie Hornback
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41 votes
An error occurred while saving the comment Jamie Hornback
commented
Agreed, the Client Review Reminder section of Know your client is really useless. We have been using RT since 2017 and use UDF instead to take this piece of the advisors practice. It all being generated off entering the First Review Date.....not how many offices work. We have a last review date, next review date. In a perfect world it would be great to say 3 months from on the exact date, but that rarely if ever happens.
Jamie Hornback
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102 votesJamie Hornback
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542 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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An error occurred while saving the comment Jamie Hornback
commented
There have been multiple requests for this throughout the years. How is this not done already? We have been asking for this since we joined in 2017! I actually voted on this way back when. If you took all the different requests asking for this same thing and combined the votes.....just saying, the Mail Merge today is USELESS! I create custom export templates and use Microsoft to get the job done, which is completely unnecessary. In today's technology this shouldn't even need to be an ask.
Jamie Hornback
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19 votes
An error occurred while saving the comment Jamie Hornback
commented
This has always been an issue. We have used RT since 2017. We enter each person individually, then marry them in the Family screen.
Jamie Hornback
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89 votesJamie Hornback
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468 votes
The 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!
Jamie Hornback
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16 votesJamie Hornback
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38 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!
Jamie Hornback
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140 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!
Jamie Hornback
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111 votesJamie Hornback
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234 votes
The 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!
Jamie Hornback
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We began utilizing Activities end of 22. I have built templates for each type of scenario, death, divorce, new client. Each of these requires multiple steps for our staff. While we tried Workflows as it covers all of this, I couldn't get the group to use them like I can Activities. It would be great if they best parts of Activities and best Parts of Workflows were merged. Since it isn't, in the templates I built I have an outline format in the body of the activity for the checklists staff need to do. They enter the date and their initials in front of each task within the checklist. Any N/A task, they can delete. While this is working, it would be nice to simplify more. I also have the body of the activity with headers. Advisor Instructions, then Actions Taken. If there were separate sections in the activity, it would be even cleaner.