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large report export
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allow more than one primary contact email to receive alerts and information from Redtail
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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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Provide an option to REMOVE THE AUM from dashboard
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Transparency with Redtail Integrations
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WordPress integration
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Account filter to generate that report export
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Add Start Date to Workflow Report
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Run reports and segment clients by premium amount
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Add a UDF or text box to Contact Card
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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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Active Contact Age Demographics
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update the share price on an asset and having it update a bulk to all account who have same asset even though they have seperate account #'s
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Prudent Money deeply want Zimbra and CRM to be veritable; interchangeable in regards to data entry. It would help management contacts/appt.
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Morningstar Data Syncing With Redtail
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INDEXING ENHANCEMENTS - 2 improvements on current feature · Not Planned
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workflow report filter & export client addresses