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  1. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,345 votes
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    68 comments  ·  Redtail CRM » Family  ·  Admin →
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    MS supported this idea  · 

  2. License Type Database List

    44 votes
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    8 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    MS commented  · 

    I suggest adding the ability to create different types of licenses and credentials for contacts (i.e. CFP, CFA etc.). This is currently limited to FINRA licenses only.

    MS supported this idea  · 

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