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1. Accounts should show the Title: Eg. John Paul and Sue Johns Joint TOD

   242 votes

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   22 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

   Anonymous supported this idea  ·  Aug 7, 2019

2. Albridge Feed Missing Company Name and Registration Type

   184 votes

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   18 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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   Anonymous commented  ·  Jan 29, 2019  ·  Delete…

   The former CRM system we used brought over all of the data from Albridge to include Registration Names, Account types, cusip, etc as well as the Acct Number, Balance, Holdings and SS#. I am very confused as to why this data cannot be brought into Redtail as seamlessly as it was in our other system.

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   Anonymous supported this idea  ·  Jan 29, 2019