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  1. contact name in pastdue activities

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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous shared this idea  · 

  2. eMoney Integration for Trust or Business accounts

    10 votes
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    1 comment  ·  Redtail CRM » Automations  ·  Admin →
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    Anonymous commented  · 

    As it pertains to the integration with eMoney, I contacted the help desk to determine if Business or Trust accounts integrate from Redtail to eMoney. To my surprise, I would told that Redtail does not allow integration to eMoney for these types of accounts and that it was only individual/personal clients that integrate at this time.

    We hope Redtail will enhance their system so that all account types can be integrated.

    Thank you!

    Anonymous shared this idea  · 

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