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  1. Data import  ·  Received

  2. Import Account Transaction Data  ·  Received

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

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

  5. Bulk Data Uploads/Updates  ·  Received

  6. 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

  7. beneficiary data

  8. Custom Export Fields "Record Added" Date and "Record Added By" person fields  ·  Received

  9. Triggers  ·  Received

  10. Albridge Feed Missing Company Name and Registration Type  ·  Research

  11. We need bulk Beneficiary Excel report-Please work on this report for us. trying to clean up our clients' beneficiary data.need the report  ·  Reviewed

  12. Make ALL Fields Searchable in the Advanced Search  ·  Received

  13. Automations: Make the Know your Client Review Date a Trigger Event  ·  Reviewed

  14. link an existing note to an existing activity  ·  Received

  15. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations  ·  Reviewed

  16. Remove Closed Accounts from Reporting Under Account Type  ·  Received

  17. Custom Export Options  ·  Received

  18. Household  ·  Received

  19. insurance  ·  Received

  20. Entering and updating Seminar/Event Attendees  ·  Received

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