Search
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Create a search for missing client review data · Received
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Improve Schwab Advisor Center Digital Account Opening to include employment and citizenship data
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Online or web link New Client/Prospect Data Gathering · Received
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Option to Link Any/All Data to Spouse's Record · Answered
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Fill in Type from the Account Class Field fed in from LPL Account Data
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A ticket response, by mail, needs to give detail on what the ticket was about.
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Edit all data on contact card by only pushing edit once
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Allow the view of the contact/all the data to be customizable
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Prudent Money deeply want Zimbra and CRM to be veritable; interchangeable in regards to data entry. It would help management contacts/appt.
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Add a feature to search all data ever entered in Redtail by keyword · Received
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Merge contacts by showing the records side-by-side and allowing the user to select the data they wish to keep · Received
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We need bulk Beneficiary Excel report-Please work on this report for us. trying to clean up our clients' beneficiary data.need the report · Reviewed
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Please make the Family ID (aka Household ID) visible when exporting data from Redtail.
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Have the ability for a box to pop up with a reminder to enter data
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NOTES- ABILITY TO HAVE A NOTES BLOCK IN WORKFLOWS THAT CAN BE DATA MINED WHEN RUNNING NOTES REPORT
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When we type the name, it would be nice to automatically fill in the nickname. this will keep the data clean
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Auto Populate - Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out con
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include Created Date in the task report so that we can know the aging of open tasks for a team. Now we must call it in to request data. · Reviewed
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Custom Export Fields "Record Added" Date and "Record Added By" person fields · Received
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I would like to be able to export or print the activities/subject that I have checked.