Skip to content

Anonymous

← Customer Feedback for Redtail Technology

My feedback

2 results found

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

    239 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    22 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Anonymous supported this idea  · 

  2. Albridge Feed Missing Company Name and Registration Type

    169 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    16 comments  ·  Redtail CRM » Integrations  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Anonymous commented  · 

    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.

    Anonymous supported this idea  · 

Feedback and Knowledge Base

(thinking…)