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  1. 19 votes
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  2. 42 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Anonymous supported this idea  · 
  3. 73 votes
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  4. 34 votes
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  5. 16 votes
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    Anonymous supported this idea  · 
  6. 8 votes
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  7. 15 votes
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  8. 12 votes
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    This 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!

    Anonymous supported this idea  · 
  9. 910 votes
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    Anonymous commented  · 

    I don't understand why we don't have all the fields available. I went through the trouble to add the networth and other financial info under KYC but can't export the data for compliance. Why????

    Anonymous supported this idea  · 

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