Search
-
Sync account beneficiary information from Redtail to Emoney · Received
-
Envestnet/Tamarac Integration
-
Add indexes with "enter" key · Not Planned
-
Missing UDF Report · Reviewed
-
search by status
-
Sync Department Email History · Received
-
Add Tax Year and and Confirmed by Tax Return to Custom Exports
-
Add the ability to include calendar information in email templates. · Received
-
opportunity archive · Received
-
Marking an activity as complete removes it for all users
-
reports on category and type of activity
-
Task feature with pop up reminder
-
workflow templates
-
Interactive Form
-
Pull in info from emoney
-
Know Your Customer Automation · Received
-
All contacts should be accessible especially names in the departments for a business
-
Spouse phone & email in Custom Export
-
Require Activities to be Templates
-
Albridge Feed Missing Company Name and Registration Type · Research