General request for integrrations.
I recently completed the Redtail survey and neglected to add this suggestion at the end of the survey. One "thing" that would enhance the value of Redtail CRM to my practice would be to improve the integration with the other core applications that we use, namely Microsoft 365, Morningstar Office and NaviPlan. To the extent that you can automate the use of and sharing of information among those three applications you make Redtail more important.
the valuation dates that come into NaviPlan are incorrect . Can someone look at this and see if the errors can be corrected ?