Anonymous
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18 results found
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74 votes
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Anonymous supported this idea · -
58 votes
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Anonymous supported this idea · -
40 votes
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Anonymous supported this idea ·An error occurred while saving the comment -
78 votes
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111 votes
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Anonymous supported this idea · -
142 votes
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An error occurred while saving the comment Anonymous commentedZapier is a great tool, but useless for Redtail users in it's current form. The ability to upload / export more fields, filter those fields, and take other actions such as create notes when something is done in an outside application are required to make it meaningful.
Anonymous supported this idea · -
377 votes
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Anonymous supported this idea · -
910 votes
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An error occurred while saving the comment Anonymous commentedAny field should be exportable, but the account - related fields are critical to building templates for investment policy statements etc.
Anonymous supported this idea ·An error occurred while saving the comment Anonymous commentedWe need the ability to export all the data fields available to create things like investment policy statements. For example, we would need to be able to export all the account-related fields so that we can then populate an investment policy statement template. The fields would include the registration, owners, model, etc. along with the risk tolerance fields for the client's record.
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494 votes
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434 votes
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628 votes
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28 votes
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542 votes
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194 votes
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148 votes
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96 votes
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190 votes
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462 votes
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Need to be able to create notes from Zapier as well. That's the best use for it - do an activity related to a client in another application, and have a note created in Redtail to document it.