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1. License Type Database List

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   8 comments  ·  Redtail CRM » Contact Record  ·  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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   Beth commented  ·  Jun 2, 2016  ·  Delete…

   So you can keep up with all your licenses and their renewals all in one place. Insurance License, CPA, CFP, CEPA, etc. or at least have an other feature that could be customized.

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   Beth supported this idea  ·  Jun 2, 2016