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Ben Johnson

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3 results found

  1. Know Your Client added fields / information for Financial Planning

    12 votes
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    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Ben Johnson shared this idea  · 

  2. Break out Income more so we can differenciate Earned Income, Social Security, Pension, and Other to align with reality of financial planning

    26 votes
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    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Ben Johnson supported this idea  · 

  3. Financial Planning Tab in Clients

    24 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Ben Johnson supported this idea  · 

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