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1. Client Review Dates

   28 votes

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   1 comment  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   kymberli Thomas supported this idea  ·  Feb 28, 2024

2. KYC

   13 votes

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   0 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   kymberli Thomas supported this idea  ·  Feb 28, 2024

3. when trying to get rid of the Important Information icon ( ! ) it would be beneficial to have a 'Delete' choice instead of clearing the fie

   6 votes

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   0 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   kymberli Thomas supported this idea  ·  Feb 28, 2024

4. Adding an advisory fee tab in Know Your Client

   1 vote

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   0 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   kymberli Thomas shared this idea  ·  Feb 28, 2024