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1. Account Risk Tolerance and Time Horizon Fields

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   23 comments  ·  Redtail CRM » Accounts  ·  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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   Anonymous commented  ·  Dec 14, 2011  ·  Delete…

   There is a "Model/Strategy" field in the accounts screen. That way you can have a different strategy (risk tolerance) for each account. My problem with redtail is that we have this information in Orion already, but they don't pull it into redtail for us

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