Donna Zerger

I am looking for a way to get more accounts to download into Redtail. Does anyone know if Jackson, Equitable, Lincoln has the ability to integrate with Redtail?

New comment Sep '24

Donna Zerger

0 likes • Sep '24

we use Albridge as our one feed into RT. Lincoln comes over for us. We don't use the other 2.

Eleza Miller

Sep '24 •

Questions

Trusted Contact in Redtail

Where is the best place to record a trusted contact (especially for Senior Investors) in Redtail?

New comment Sep '24

Donna Zerger

0 likes • Sep '24

Hi ~ We use the PRIMARY CONTACT field under MISC CLIENT INFO which under the KNOW YOUR CLIENT tab.

1-2 of 2

Level 1

5points to level up

Donna Zerger

@donna-zerger-5690

"Rewrite Your Story Membership" for Women 50+ Ready to Be Seen, Share Their Wisdom, & Get Paid for It. Even if starting from scratch

Active 13h ago

Joined Sep 9, 2024

California

Contributions

Followers

Following