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1. Trusted Contact

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   13 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

   This suggestion is remaining open and can continue to gather votes and comments!

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   Angel commented  ·  September 13, 2019  ·  Delete…

   I am looking to see if this has been added. My broker dealer is requiring us to be tracking and monitoring this closely and I need to add this information to my clients profiles too. I don't want to break this up into multiple projects because Redtail isn't set up yet.

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