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1. Albridge Feed Missing Company Name and Registration Type

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   19 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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   Research  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.

   This suggestion is remaining open and can continue to gather votes and comments!

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   Whitney Willis commented  ·  Sep 9, 2015  ·  Delete…

   Currently the Albridge integration only populates the account number, tax ID, and account balance in Redtail. Any other information on the account would need to be updated manually within Redtail. I want to suggest enhancing the data feed to include the tax status (specifically qualified/non-qualified accounts), and account type if possible. With hundreds or thousands of accounts it is too time consuming to manually update each account, especially since Albridge maintains the tax status and account type on their side already.

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   Whitney Willis supported this idea  ·  Sep 9, 2015