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Mark Kerwood

← Customer Feedback for Redtail Technology

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21 results found

  1. Opportunity Final Stage Modification

    101 votes
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    7 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Mark Kerwood supported this idea  · 
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    Mark Kerwood commented  · 

    Agreed, using the word closed should trigger the closed list. Or a checkbox when building the stage types that indicates a closed stage that would fuel the closed list.

  2. Update clients contact photo based off of their linked social media website

    85 votes
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    4 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Mark Kerwood commented  · 

    really cool and creative suggestion!!

    Mark Kerwood supported this idea  · 

  3. Form CRS Delivery Documentation

    97 votes
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    7 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Mark Kerwood supported this idea  · 

  4. Ability to send broadcast email as the advisor

    100 votes
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    5 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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    Mark Kerwood supported this idea  · 

  5. Make a "this was a client review" check box in notes and activities

    103 votes
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    6 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Mark Kerwood supported this idea  · 

  6. Remove Review Date when Client Status = Terminated

    97 votes
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    1 comment  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Mark Kerwood supported this idea  · 

  7. Add an Estate Planning Tab

    100 votes
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    1 comment  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Mark Kerwood supported this idea  · 

  8. Annual Review COMPLETED Section on Main Client Contact Page

    109 votes
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    4 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Mark Kerwood supported this idea  · 

  9. Notification when ID expires

    114 votes
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    7 comments  ·  Redtail CRM » Alerts and Warnings  ·  Admin →
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    Mark Kerwood supported this idea  · 

  10. conference room availability

    105 votes
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    8 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Mark Kerwood supported this idea  · 

  11. Trusted Contact

    175 votes
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    13 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Mark Kerwood supported this idea  · 

  12. Automatic notification/letter distribution 180 and 90 days prior to a client's 65th birthday in regard to Medicare status.

    128 votes
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    2 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Mark Kerwood supported this idea  · 

  13. Allow Customization of the Know Your Client Tab

    138 votes
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    6 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Mark Kerwood supported this idea  · 

  14. Allow customization of "Written Agreement Review" types

    163 votes
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    19 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Mark Kerwood supported this idea  · 

  15. Add fields to comply with the "know your client" FINRA requirements

    142 votes
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    10 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Mark Kerwood supported this idea  · 

  16. PDF Orientation in Portrait or Landscape

    211 votes
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    29 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Mark Kerwood supported this idea  · 

  17. Add more fields under beneficiaries

    489 votes
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    14 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Mark Kerwood commented  · 

    Or even link to a Contact that contains these details.

    Mark Kerwood supported this idea  · 

  18. Outcome of one workflow feed into another workflow

    494 votes
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    21 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Mark Kerwood supported this idea  · 

  19. Age Based Triggers

    842 votes
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    25 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Mark Kerwood supported this idea  · 

  20. Automations: Make the Know your Client Review Date a Trigger Event

    756 votes
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    32 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Mark Kerwood supported this idea  · 
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