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CRS
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UDF (User Defined Field) on Contact Creation Page · Received
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Interactive Form
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Automatically Link Contacts with their Company · Received
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Adding Dependents · Received
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custom exports · Received
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Facebook - Contact Sync · Received
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Envestnet/Tamarac Integration
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A ticket response, by mail, needs to give detail on what the ticket was about.
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User Rights - Edit Contact Records · Reviewed
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Offer editable Reports in .pdf! · Received
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Confirm appointments using different color
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dont delete activity when multiple users are in same activity · Received
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workflow task due date
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Add Country as an Option for Reports and Custom Reports · Received
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Add a feature to search all data ever entered in Redtail by keyword · Received
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Missing UDF Report · Reviewed
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Add state of residence of contact without an address · Received
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Option to make fields required when entering accounts
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Drivers license info feed into Laser App · Received