My feedback

1 result found

1. Albridge Feed Missing Company Name and Registration Type

   169 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   16 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   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!

   An error occurred while saving the comment
   Whitney Willis commented  ·  September 09, 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.

   Save Submitting...
   Whitney Willis supported this idea  ·  September 09, 2015