Hope D Wesolowski

← Customer Feedback for Redtail Technology

My feedback

3 results found

  1. Assets and Liabilities

    6 votes
    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Hope D Wesolowski shared this idea  · 

  2. check a box to update the spouse's Know Your Client

    28 votes
    2 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Hope D Wesolowski supported this idea  · 

  3. Contact Personal Profile

    3 votes
    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Hope D Wesolowski shared this idea  · 

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