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← Customer Feedback for Redtail Technology
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  1. Ability to run SQL queries on database

  2. Data import  ·  Received

  3. Householding Data

  4. Import Account Transaction Data  ·  Received

  5. Accounts by Payment Info as a Query-able Field

  6. beneficiary data

  7. Redtail should push Drivers License data to Smartworks Government ID data fields.  ·  Received

  8. Bulk Data Uploads/Updates  ·  Received

  9. Allow data base owners to grant access to reports.

  10. emailable portal link for client data entry/population.

  11. Contact & Activity data privacy chances during Retreiver Sync

  12. Add Basic Contact Data (phone, email, DOB, SOC#) as a side column so that when we are in Workflows,we can see that data without clicking out

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

  14. Zapier Capabilities Limited Due to Omission of Important Data Being Sent

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

  16. Integrate the ability to send a prospective client an electronic data gathering form that then uploads directly into Redtail

  17. 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

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

  19. Add Annuity data into Accounts - the current set up does not work well with Annuities

  20. There needs to be more ability to choose fields to lock down and prevent advisors from changing data.

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