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1. Add Additional Fields to the Client Review Section

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   17 comments  ·  Redtail CRM » Client Reviews  ·  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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   Mike Sedlak commented  ·  March 12, 2018  ·  Delete…

   This has 118 votes now. Let's get development working on this. Redtail is suppose to be tailored to the finance industry. It is a compliance requirement to touch base with the clients every year. This is a core part of the business.

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   Mike Sedlak supported this idea  ·  March 12, 2018