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How can we improve Redtail Technology's CRM?

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Business Clients - additional info needed.

  1. Business Clients need to have a field to list the "Owners".

  2. We have many that offer Simple IRA's that we use Keywords to pull reports, but it would be great to have a field on the contact card that allows this information at a glance.

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JAMA.STANLEY shared this idea  ·   ·  Report…  ·  Admin →
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Redtail CRM: Contact Record

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