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1. UPDATE STRATEGIC ALLOCATION MODEL

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   4 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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   Phillip Cingolani commented  ·  February 10, 2022  ·  Delete…

   Not sure if I'm requesting the same thing here, but I'll add it as a comment:

   Once at a contact's accounts page, and the model/strategy that can be filled in under "Edit Account," have that as a heading/field that always shows on the main accounts page. Either that, or offer a variable field that users can put any info they wish in and it will show up as a column heading on the contact accounts page. THANKS!!

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