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1. Account Risk Tolerance and Time Horizon Fields

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   23 comments  ·  Redtail CRM » Accounts  ·  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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   Anonymous commented  ·  October 16, 2014  ·  Delete…

   IMPORTANT COMPLIANCE ISSUE: We need to be able to customize the Risk Tolerance field just as we can the Investment Objective field to conform to our BD individaul guidelines.

   Once done this would be a candicate to export via Laser App also

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   Anonymous supported this idea  ·  October 16, 2014