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1. Altruist integration with account opening and importing daily account values

   30 votes

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   1 comment  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Nov 25, 2021

2. UDF's in Advanced Search

   20 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  Aug 28, 2021

3. Past due tasks stay on Today screen

   56 votes

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   4 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Anonymous shared this idea  ·  Jul 6, 2021