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Jo Chouinard

← Customer Feedback for Redtail Technology

My feedback

5 results found

  1. Is it possible to add a block under "Accounts" for RMD's? (Required Minimum Distributions?

    16 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Jo Chouinard shared this idea  · 

  2. Add Latest CRS Delivery to the Know Your Client Tab

    78 votes
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    3 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Jo Chouinard supported this idea  · 

  3. Client Review Report

    89 votes
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    3 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Jo Chouinard supported this idea  · 

  4. Report that will run last Client Review date

    59 votes
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    2 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Jo Chouinard supported this idea  · 

  5. 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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    Jo Chouinard supported this idea  · 

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