Anonymous ← Customer Feedback for Redtail Technology My feedback 1 result found Know Your Client Options 27 votes Vote Vote Vote Vote We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close 1 vote 2 votes 3 votes Remove votes You have left! (?) (thinking…) 1 comment · Redtail CRM » Know Your Client · Delete… · Admin → How important is this to you? Not at all You must login first! Important You must login first! Critical You must login first! We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close An error occurred while saving the comment Anonymous commented · Jun 28, 2021 · Delete… I agree, specifically under Written Agreements Review, to be able to modify the categories if you don't use IPS, or want to track discretionary and non discretionary agreements Save Submitting... Anonymous supported this idea · Jun 28, 2021
Anonymous
I agree, specifically under Written Agreements Review, to be able to modify the categories if you don't use IPS, or want to track discretionary and non discretionary agreements