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Tari

← Customer Feedback for Redtail Technology

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  1. I need additional Mail Merge Fields

    548 votes
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    82 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Tari commented  · 

    Please add:

    Spouse Designation

  2. Risk tolerance options in Redtail Tailwag

    153 votes
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    9 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Tari commented  · 

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

    Tari supported this idea  · 

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