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  1. Account Risk Tolerance and Time Horizon Fields

    292 votes
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    23 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    EM commented  · 

    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.

  2. Option to automatically rollover activity

    1,239 votes
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    49 comments  ·  Redtail CRM » Activities  ·  Admin →
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  3. Automation templates & recurring workflows

    533 votes
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    17 comments  ·  Redtail CRM » Automations  ·  Admin →
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