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Data import · Received
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importing!!! from other data bases like Excel!!! · Received
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Import Account Transaction Data · Received
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Tag Group and and Client Lists - Data Export and Printing Options · Received
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Enable ability to filter the data included in Charts on Today's Overview · Reviewed
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Redtail should push Drivers License data to Smartworks Government ID data fields. · Received
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Data Entry when Adding Documents · Received
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Bulk Data Uploads/Updates · Received
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Option to Link Any/All Data to Spouse's Record · Answered
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Create a search for missing client review data · Received
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Fill in Type from the Account Class Field fed in from LPL Account Data
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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
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Backup of client data offline · Received
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eMoney Data Visible in Redtail
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Allow the view of the contact/all the data to be customizable
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beneficiary data
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Previous Employer Data Archived
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Online or web link New Client/Prospect Data Gathering · Received
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Enable beneficiaries to an account be added via the existing contacts, pulling in all necessary info · Received
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Triggers · Received