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Herman J Nainkin

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5 results found

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

    10 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Herman J Nainkin shared this idea  · 

  2. Add an option for "ACH" or "WIRE" banking information

    21 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Herman J Nainkin supported this idea  · 

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

    18 votes
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    1 comment  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Herman J Nainkin supported this idea  · 

  4. Primary Bank

    11 votes
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    1 comment  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Herman J Nainkin supported this idea  · 

  5. Laserapp - Memberships

    460 votes
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    45 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Herman J Nainkin commented  · 

    Excuse the typos. Meant to read "no field to record a client or prospects citizenship exists"

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