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1. Risk tolerance options in Redtail Tailwag

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   8 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

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   Joe commented  ·  August 26, 2019  ·  Delete…

   ability to customize risk tolerance categories. only high, medium, low and cannot be changed.

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   Joe supported this idea  ·  August 26, 2019