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1. Risk tolerance options in Redtail Tailwag

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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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   Anonymous commented  ·  Apr 7, 2020  ·  Delete…

   Same thing needs to be applied to the Time Horizon field, we need to be able to customize it to our firms needs to match out internal forms.

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   Anonymous supported this idea  ·  Apr 7, 2020