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Andy Clark

← Customer Feedback for Redtail Technology

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3 results found

  1. Trusted Contact

    181 votes
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    15 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Andy Clark commented  · 

    Please understand that a "Trusted Contact" or record that the client declined to list a trusted contact is now a FINRA requirement. It may not seem like a big deal to a CRM developer but just wanted to point out the regulatory side of this issue.

  2. need all fields available to select from for custom reporting

    925 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Andy Clark supported this idea  · 

  3. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

    735 votes
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    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Andy Clark supported this idea  · 

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