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1. Allow Customization of the Know Your Client Tab

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   6 comments  ·  Redtail CRM » Know Your Client  ·  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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   Anonymous commented  ·  February 15, 2019  ·  Delete…

   Agreed - the entire "know your client" section should be able to be customized. Each advisory firm tracks different information, in different ways.

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   Anonymous supported this idea  ·  February 15, 2019