Provide for the ability for the admin to upload a new contact(s) or edit existing contact from an excel spreadsheet or csv file into the contacts database.
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
We all need to be able to do asset reports for individuals, asset reports should already be available using a CRM. Could you give an idea when this might be available?
I would like to see the option to have the account balance populated with the cash value of the account. When you have a large book of annuity business and drill down via product type on the pie chart on the accounts landing page, it pulls all of your accounts but does not show the balance of the annuity contracts or life insurance.
Absolutely! You do have the ability to do this using our automated excel import sheet. Please contact our support team and we can get that file over to you to fill out and we will update your system complimentary.