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1. Account Risk Tolerance and Time Horizon Fields

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   23 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

   This suggestion is remaining open and can continue to gather votes and comments!

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   Anne Johnson commented  ·  Dec 29, 2015  ·  Delete…

   Agree with Cynthia G. Gammill. The example would be under Manage database lists/Contacts, there should be one for Risk Tolerance just as there is one for Objective that gives the user the ability to edit or create custom levels. This should also correspond to the Financials tab and appear when you edit Risk Tolerance.

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   Anne Johnson supported this idea  ·  Dec 29, 2015