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  1. Data import  ·  Received

  2. Householding Data

  3. Import Account Transaction Data  ·  Received

  4. beneficiary data

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

  6. Bulk Data Uploads/Updates  ·  Received

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

  8. Contact & Activity data privacy chances during Retreiver Sync

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

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

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

  12. 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

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

  14. Auto Populate - Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out con

  15. Custom Export Fields "Record Added" Date and "Record Added By" person fields  ·  Received

  16. Increased RedTail Imaging Storage Display

  17. Autoresponder

  18. Autoresponder

  19. Please add the ability to turn on "out of office" text to clients.  ·  Completed

  20. Beneficiary report

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