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Joe LeBlanc

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5 results found

  1. CRS

    33 votes
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    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Joe LeBlanc supported this idea  · 

  2. Form CRS Tracking at the Contact Level instead of Account Level

    48 votes
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    2 comments  ·  Redtail CRM » Other  ·  Admin →
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    Joe LeBlanc supported this idea  · 

  3. Add Latest CRS Delivery to the Know Your Client Tab

    75 votes
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    3 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Joe LeBlanc supported this idea  · 

  4. Form CRS Delivery Documentation

    97 votes
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    7 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Joe LeBlanc commented  · 

    Unfortunately there is no way to update the BICE (now shows as CRS) field in a group since it is inside the individual account. The Know Your Client field dates can be updated as a group.

  5. Written Agreements Review Addtions

    23 votes
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    2 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Joe LeBlanc commented  · 

    We need a Form CRS delivery date field ASAP!

    Joe LeBlanc supported this idea  · 

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