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Kimberly Harris

← Customer Feedback for Redtail Technology

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  1. Add field to enter country for passport under Know Your Client (Identifications)

    30 votes
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    8 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Kimberly Harris supported this idea  · 
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    Kimberly Harris commented  · 

    Also, if you add a non-us citizenship to LaserApp it overwrites it with US Citizen whenever you send any updated client information from RedTail to LaserApp. Even if you have "Resident Alien" or "Non-Resident Alien" under the Know Your Client section it still overwrites it with US Citizen. This needs to be fixed.

  2. Account Risk Tolerance and Time Horizon Fields

    292 votes
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    23 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Kimberly Harris supported this idea  · 
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    Kimberly Harris commented  · 

    Yes, we absolutely wish ourselves to be able to customize these fields so that we can use them to complete paperwork.

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