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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. Bulk Data Uploads/Updates  ·  Received

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

  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. 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

  13. Backup of client data offline  ·  Received

  14. eMoney Data Visible in Redtail

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

  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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