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1. Bank fields to add: TYPE of acc (eg Check, savings) and ACCOUNT OWNER (eg the husband or wife )

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Herman J Nainkin shared this idea  ·  Mar 15, 2021

2. In the Banking Section of Know Your Client, please add a field to list the Name of the Bank Account.

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   1 comment  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

   Herman J Nainkin supported this idea  ·  Mar 15, 2021

3. Primary Bank

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   1 comment  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

   Herman J Nainkin supported this idea  ·  Sep 7, 2018