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  1. Enable ability to filter the data included in Charts on Today's Overview  ·  Reviewed

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

  3. Adding additional fields and or creating a custom report in relation to seminar data

  4. Improve Schwab Advisor Center Digital Account Opening to include employment and citizenship data

  5. Create a search for missing client review data  ·  Received

  6. Online or web link New Client/Prospect Data Gathering  ·  Received

  7. Fill in Type from the Account Class Field fed in from LPL Account Data

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

  9. It'd really be nice to have the ability to apply multiple alerts in intervals

  10. Edit all data on contact card by only pushing edit once

  11. We'd like to have our clients be able to text us with our own phone number via Speak.  ·  Not Planned

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

  13. Prudent Money deeply want Zimbra and CRM to be veritable; interchangeable in regards to data entry. It would help management contacts/appt.

  14. Merge contacts by showing the records side-by-side and allowing the user to select the data they wish to keep  ·  Received

  15. Add a feature to search all data ever entered in Redtail by keyword  ·  Received

  16. 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

  17. Please make the Family ID (aka Household ID) visible when exporting data from Redtail.

  18. On the activities page, I'd like to be able to edit/adjust the columns to the table. Like adding Service/writing advisor

  19. Have the ability for a box to pop up with a reminder to enter data

  20. NOTES- ABILITY TO HAVE A NOTES BLOCK IN WORKFLOWS THAT CAN BE DATA MINED WHEN RUNNING NOTES REPORT

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