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1. Client Goals

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   1 comment  ·  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!

   Evan Ocepek supported this idea  ·  May 07, 2020
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   Evan Ocepek commented  ·  May 07, 2020  ·  Delete…

   Adding client concerns would also be helpful here. Achieving client goals and addressing their concerns is the primary job I see we have as Advisors.

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2. Add additional fields uner the Bank tab that allows us to categorize type (ie checking, savings, money market), title, and voided checks

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   0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Evan Ocepek shared this idea  ·  April 19, 2020