Backup of client data offline
We need a way to back up our data, notes, archived emails offline. All investment advisors are required to have contingency plans, so if internet goes down in an area for extended period of time or even short term, we can't see our client data. I would like to be able to backup my client data periodically onto a local hard drive for safekeeping should something happen and I need access.
Even if its report driven, give us the option to filter so we can back up specific clients for a range of dates would be helpful.
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!
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Kevin Henderson commented
We would also like to download and backup our notes outside of RT. If RT was to be down for a while, we would not have access to required information and would not be able to efficiently or effectively run our business.