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1. Add fields to comply with the "know your client" FINRA requirements

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   10 comments  ·  Redtail CRM » Know Your Client  ·  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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   Jennifer Vancura commented  ·  Apr 10, 2014  ·  Delete…

   THank you!

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   Jennifer Vancura supported this idea  ·  Apr 10, 2014