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  1. Data import  ·  Received

  2. importing!!! from other data bases like Excel!!!  ·  Received

  3. Import Account Transaction Data  ·  Received

  4. Tag Group and and Client Lists - Data Export and Printing Options  ·  Received

  5. Enable ability to filter the data included in Charts on Today's Overview  ·  Reviewed

  6. Redtail should push Drivers License data to Smartworks Government ID data fields.  ·  Received

  7. Data Entry when Adding Documents  ·  Received

  8. Option to Link Any/All Data to Spouse's Record  ·  Answered

  9. Bulk Data Uploads/Updates  ·  Received

  10. Create a search for missing client review data  ·  Received

  11. Fill in Type from the Account Class Field fed in from LPL Account Data

  12. Backup of client data offline  ·  Received

  13. eMoney Data Visible in Redtail

  14. Allow the view of the contact/all the data to be customizable

  15. Auto Populate - Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out con

  16. beneficiary data

  17. Previous Employer Data Archived

  18. Online or web link New Client/Prospect Data Gathering  ·  Received

  19. Enable beneficiaries to an account be added via the existing contacts, pulling in all necessary info  ·  Received

  20. Triggers  ·  Received

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