Add item on Contact menu on Left side as "Due Diligence"
With REG BI now in effect, we have to document all recommendations and keep our research papers and due diligence reports. It would be nice to make this process simpler by allowing a separate place like we have in the documents are in RedTail to download without having to co-mingle documents and due-diligence information in the same spot. As compliance officers will need easy access to our process, scrolling through docs and research is inefficient. Please consider as all my reps that have RedTail are looking for ideas.
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