I HAVE A MILLION DOLLAR IDEA FOR REDTAIL. Since you already have a "knowledge base" for set up that you control for "how to things" I would like to propose a "knowledge base" for your advisors/staff that we could control to manage information. It would be seperate from yours but would be under our control for quick easy access for checklists, procedures, account and product information so we could save things from the internet and/or documentation (.pdfs videos, etc) for quick & easy access. NO CRM IN THE INDUSTRY HAS THIS and RT already has the technology built to use it on "your side".

Is is this genius idea or what? My opinion!