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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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   Jessica Ashcraft commented  ·  Aug 5, 2024  ·  Delete…

   Since Albridge is already sending the custodian, account type, registration type, owner to Redtail, it makes the most sense for that data to populate on the Accounts tab, This process is inefficient to click in to each individual account to see those details.

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   Jessica Ashcraft supported this idea  ·  Aug 5, 2024