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1. I need additional Mail Merge Fields

   545 votes

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   81 comments  ·  Redtail CRM » Bulk Actions  ·  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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   Tari commented  ·  Feb 6, 2013  ·  Delete…

   Please add:

   Spouse Designation

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2. Risk tolerance options in Redtail Tailwag

   153 votes

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   9 comments  ·  Redtail CRM » Know Your Client  ·  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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   Tari commented  ·  Jul 12, 2012  ·  Delete…

   They'd like to for us to allow the fields under "Risk Tolerance" to be editable, i.e., Low-Moderate or Moderate-High?

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   Tari supported this idea  ·  Jul 12, 2012