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zapier · Reviewed
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Add "Notes" Column Next to Each Contact on Attendees for Seminar Page · Received
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allow more than one primary contact email to receive alerts and information from Redtail
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Adding Dependents · Received
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update the share price on an asset and having it update a bulk to all account who have same asset even though they have seperate account #'s
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Navigation on Reports
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Add access times for assistants
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Redcapture Fields · Received
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Provide an option to REMOVE THE AUM from dashboard
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Be able to remove account types we don't use
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Entering and updating Seminar/Event Attendees · Received
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Automatically SAVE INPUT and do it WITHOUT CLOSING the activity or note or whatever is beingupdated.
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workflow search
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Creating a Contact Link
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Create a Time Log Box with Start and Stop on Contact Page
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Retrive Excel File Password
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emotional status of interactions · Received
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dont delete activity when multiple users are in same activity · Received
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Workflow Automation
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Automations: Make the Know your Client Review Date a Trigger Event · Reviewed