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Date of birth field, allow entry without slashes and have system automatically insert slashes. · Received
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Option to make fields required when entering accounts
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Hide Default Categories (AGAIN)
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address requirements · Received
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emotional status of interactions · Received
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Increased RedTail Imaging Storage Display
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Be able to remove account types we don't use
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Add writing advisor to No Contact report filter
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View docs in the CRM and in Imaging.
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Sync account beneficiary information from Redtail to Emoney · Received
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Email's sent regarding an activity need improvement · Received
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Sync Department Email History · Received
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Annual Review Report · Research
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slow
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Client search
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Edit all data on contact card by only pushing edit once
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assign a task to the workflow owner · Received
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Start and Complete Date for Activities Reports
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Running Seminar reports exporting data into excel as opposed to a PDF
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Workflow Automation