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1. Trusted Contact

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   15 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

   This suggestion is remaining open and can continue to gather votes and comments!

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   Anonymous commented  ·  Nov 15, 2018  ·  Delete…

   THIS IS A FINRA REQUIREMENT - What good is my CRM if it doesn't have a field for information that I am required by FINRA to have on the client? and a DECLINED check box is important

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   Anonymous supported this idea  ·  Nov 15, 2018