KonnexMe is a Web-Based CRM and Marketing tool.
Web Based – Backup files are usually on the server computer or is able to be run directly from database
Which information can be imported?
Basic Information – includes name, DOB, Tax ID, addresses, phones, emails, etc. (most fields are on contacts template for reference)
Notes/History – Note History is imported as individual notes with correct time and date stamps.
Calendar/Task – Activity dates are placed onto the Redtail Calendar, however, contacts will not be associated with them.
Accounts/Policies – Yes, however, they will need to be reviewed on how to best bring them into the system.
User Defined Fields – Yes, however, they will need to be reviewed on how to best bring them into the system.
Which Information CAN'T be imported?
Archived Email - Email Archiving is another service that Redtail offers for the sake of compliance.
Attached Documents - Redtail, as a rule, does not import documents for clients from other sources.