EM
My feedback
4 results found
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292 votes
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!
EM
supported this idea
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51 votes
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!
EM
supported this idea
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1,217 votes
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!
EM
supported this idea
·
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530 votes
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!
EM
supported this idea
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Thanks and yes I understand that i can go into each account and put in the Risk Tolerance. However If a client calls I want to see it in 1 specific area rather than going in and out of each account to view it. Or better yet if I placed the Risk Tolerance in each account then its viewable on The clients "accounts" overview attached with the renewal date.