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Gregory Lyon

← Customer Feedback for Redtail Technology

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5 results found

  1. risk tolerance

    19 votes
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    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Gregory Lyon supported this idea  · 

  2. Financials' Section - Customizable Labels

    17 votes
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    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Gregory Lyon supported this idea  · 

  3. In the Know Your Client, Under Written Agreements, can a tab be added for IAC?

    4 votes
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    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Gregory Lyon supported this idea  · 

  4. Additional/ Customizable Fields in the KYC Financials Tab

    14 votes
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  5. Objectives to be expanded to 5 levels as No BD or Custodian uses 4

    1 vote
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Gregory Lyon shared this idea  · 

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