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Data import · Received
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Householding Data
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Import Account Transaction Data · Received
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Previous Employer Data Archived
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Redtail should push Drivers License data to Smartworks Government ID data fields. · Received
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beneficiary data
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Bulk Data Uploads/Updates · Received
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Backup of client data offline · Received
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importing!!! from other data bases like Excel!!! · Received
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Data Entry when Adding Documents · Received
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Trim spaces at the beginning or end of data entered
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eMoney Data Visible in Redtail
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Morningstar Data Syncing With Redtail
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Running Seminar reports exporting data into excel as opposed to a PDF
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Add data in Important Info section to Confidential Personal Profile page · Reviewed
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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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Enable ability to filter the data included in Charts on Today's Overview · Reviewed
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Tag Group and and Client Lists - Data Export and Printing Options · Received
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Adding additional fields and or creating a custom report in relation to seminar data
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Adding an automation for multiple people responsible for a workflow. i.e advisor notes vs admin adding to CRM · Received