CRS
Thank you for adding the Forms CRS fields, however, the location of the fields isn't placed logically in the profile. We wanted to request that you change the location to the Written Agreements Review under Know Your Client.
Creating a task to remember to enter this data is an added step that we are hoping can be shortcut.
23
votes
taylor lane
shared this idea
-
Form CRS should be a separate field under Know Your Client.
As form CRS needs to be provided on multiple occasions, it would be super helpful if an update to the CRS field would trigger an activity in the client's history.
I appreciate @Taylor Lane indicating that CRS is now a field in Redtail, but frankly I had no idea and I am unable to find it. If it was added as a field, where is it?
