Sync account beneficiary information from Redtail to Emoney
Creating the ability for ALL account details in Redtail to sync with the contact in eMoney and vice versa. The synching integration really is mute point fi you are still having to go into each system for data entry.
12
votes
Traci
shared this idea
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!