Search
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Auto-create inferred Memberships
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Accounts should stay visibly linked to activities once completed, just like a note
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imaging and hyperlinks pasted to calendar
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Search clients/prospects based on distance from a specific address or zipcode · Reviewed
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Updating opened or assigned workflows to sync to template updates
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More information in account linking - Not Commpleted · Received
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unlinked accounts · Received
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Look up by last meeting held over 180 days.
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large report export
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smartworks
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Movable and Customizable "Tiles" on contacts page
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allow more than one primary contact email to receive alerts and information from Redtail
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Whole office's activities under "Things to do" on homepage/today page, not just what is assigned to me
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Adding Contact Role Advisor at Contact Level to Owner/Role Role/Advisor at Workflow Template Level
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insurance ownership
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work to add Equity Trust and Equity Institutional (Self Directed IRAs) to the custodian list. · Received
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Add spot to add Venmo, Paypal and other payment addresses in Contact Record
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Advanced Search letter choice
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Add Free Text Field to Know Your Client - Professional Contacts · Received
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Provide an option to REMOVE THE AUM from dashboard