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How can we improve Redtail Technology's CRM?

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Know Your Client Options

There are a few categories under Know Your Client. It would be nice if we could add or remove different categories customizing them to our own business. This way we could better keep track of information for our clients. Ex. having a section for beneficiaries and another section for alternative addresses or trusted contacts or having a section for special notes.

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Anonymous shared this idea  ·   ·  Report…  ·  Admin →
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  • Anonymous commented  ·   ·  Report

    I agree, specifically under Written Agreements Review, to be able to modify the categories if you don't use IPS, or want to track discretionary and non discretionary agreements

Redtail CRM: Know Your Client

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