Chris Jennings
My feedback
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127 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
An error occurred while saving the comment Chris Jennings supported this idea ·
Wealthbox does this without even needing the social media web address, it uses the email address(es) associated with the client profile to pull photos from LinkedIn, Facebook, etc - and automatic links to the pages
Is this coming to Redtail any time soon?