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1. add a new status

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   28 comments  ·  Redtail CRM » Accounts  ·  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!

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   Brad commented  ·  Oct 1, 2015  ·  Delete…

   Please Add More Options or include it in Manage Database Lits . I have seen specifics requested. Myself, I have had some life insurance applications get declined and need to have 'Decline' as an Account Status because it does not fit any others.

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   Brad supported this idea  ·  Oct 1, 2015
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   Brad commented  ·  Oct 1, 2015  ·  Delete…

   Add Decline please

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