Kerri Kuykendall

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  1. 21 votes
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  2. 27 votes
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  3. 26 votes
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  4. 34 votes
    3 comments  ·  Redtail CRM » Notes  ·  Admin →
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  5. 50 votes
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  6. 18 votes
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  7. 43 votes
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    Kerri Kuykendall commented  · 

    Scott is correct. We use Calandley which integrates with Outlook, and is then pulled in with the retriever. There is a time delay of about 10 min to be aware of. We haven't had any issues though.

  8. 105 votes
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  9. 16 votes
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    Kerri Kuykendall commented  · 

    Where is list Potential, Closed Won, Closed Lost as you know it shows total # inputed in the system. Is there a way to change it or add a section that reflects yearly? Not a filter. I believe more people are concerned with yearly tracking instead of life time. Lifetimes cool to see if you want to, but yearly is more important in running a business

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  10. 46 votes
    2 comments  ·  Redtail CRM » Family  ·  Admin →
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  11. 75 votes
    5 comments  ·  Redtail CRM » Family  ·  Admin →
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  12. 1,973 votes
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    Kerri Kuykendall commented  · 

    Under accounts can a section be added for withdrawals. I know there are two options under payment but to me that is more for life insurance than an annuity. Some client's take income from their annuities annually, quarterly, twice a year, and monthly. I would be nice to be able to list the type if this a regular withdrawal, income rider withdrawal, or RMD. And can pick by check, EFT, or to another account

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  13. 12 votes
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  14. 51 votes
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  15. 137 votes
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  16. 57 votes
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