Skip to content

Lynette

My feedback

1 result found

  1. 7 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    Lynette commented  · 

    Account custodians are starting to push for Trusted Contacts and it would be helpful and efficient to have this information available in the Personal Profile form section so that we can review the information with the clients at meetings.

Feedback and Knowledge Base