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1. Account Risk Tolerance and Time Horizon Fields

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   23 comments  ·  Redtail CRM » Accounts  ·  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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   Anonymous commented  ·  Feb 21, 2017  ·  Delete…

   A user should be able to customize all database fields that are structured for drop down lists. These lists should be customization. This is done with "Investment Objective" but no other fields including obvious ones like "Time Horizon" and Risk Tolerance. All firms will have their own drop downs and will not use the default options. This is extremely important for Data Exports.

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   Anonymous supported this idea  ·  Feb 21, 2017