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Provide an option to REMOVE THE AUM from dashboard
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Transparency with Redtail Integrations
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Go back to showing client names instead of "client birthday" on full month view pdf printout
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Account filter to generate that report export
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WordPress integration
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Add Start Date to Workflow Report
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Spouse link - default button to save a search and a click
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Run reports and segment clients by premium amount
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Reoccurring activity to occur on the first business day of the month, etc
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Viewing team members inside a workflow - hover and pop up
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Add a UDF or text box to Contact Card
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Upper-Right Dropdown Menu -- Add Option for Manage Your Downloads · Answered
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Add meeting date to Workflow view or allow a customized view · Not Planned
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Account Autolink - Option to create contact records when they do not exist in Redtail CRM using the data from Albridge Data Feed
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Please make the Family ID (aka Household ID) visible when exporting data from Redtail.
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Redtail speak connects with phone providers
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Option to sort "Notes by Contact" reports by client name
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Send to Mailchimp - Include Phone Number Please!
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More Options on the "Latest Notes" tab
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Workflow assigned to Servicing Advisor