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open 7z file password
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7z password recovery software
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Data import · Received
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Householding Data
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Can we have an activities filter for Last Week and Next 7 days and/or Last Week and Next 12 months?
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Import Account Transaction Data · Received
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beneficiary data
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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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Backup of client data offline · Received
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Bulk Data Uploads/Updates · Received
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importing!!! from other data bases like Excel!!! · Received
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be able to set display preferences to show the date of an activity, not the day of the week for activities that are within the next 7 days
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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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Morningstar Data Syncing With Redtail
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eMoney Data Visible in Redtail
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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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Add data in Important Info section to Confidential Personal Profile page · Reviewed
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Running Seminar reports exporting data into excel as opposed to a PDF