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25 results found

  1. Account Risk Tolerance and Time Horizon Fields

    292 votes
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    23 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Sonya supported this idea  · 

  2. Provide a quick preview of imaged documents.

    147 votes
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    4 comments  ·  Redtail Imaging » Files/ Folders  ·  Admin →
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  3. Laserapp - Memberships

    460 votes
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    45 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Sonya commented  · 

    Any office that uses Laser App would agree to this! Please create the membership insert button!

  4. RMD Value & Information section

    1,924 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Sonya commented  · 

    We set up tag groups for each month of the year. At the begining of each month we check out the ages of those clients to see if they need an RMD. We also set up a tag group for our clients that are already getting RMD's.

  5. Calendar Blocking

    124 votes
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    7 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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