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Angela Locke

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7 results found

  1. Add field to enter country for passport under Know Your Client (Identifications)

    30 votes
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    8 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Angela Locke commented  · 

    ...especially since states don't issues passports.

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    Angela Locke commented  · 

    You should allow for a country to be listed as the Passport Issuer for clients who are non-US citizens and provide their Passport as their ID.

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    Angela Locke commented  · 

    You should allow for a country to be listed as the Passport Issuer for clients who are non-US citizens and provide their Passport as their ID.

    Angela Locke supported this idea  · 

  2. The "Comment" option at the bottom of an old note is great for this but it doesn't stand out very well. Maybe Redtail could make it more not

    432 votes
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    30 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Angela Locke commented  · 

    The first time a comment is saved to a note, the "Comments (1)" should turn a more noticeable color. The current blue blends in with the Actions link and the window at large.

    Angela Locke supported this idea  · 

  3. When creating new activity, give users the option to make the "more details page" the default.

    803 votes
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    65 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Angela Locke supported this idea  · 

  4. Develop a feature that allows us to delete spam in our quarantine queue rather than have to keep it there for 96 hours

    6 votes
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    0 comments  ·  Redtail Email » Feature Request  ·  Admin →
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    Angela Locke supported this idea  · 

  5. Add fields to comply with the "know your client" FINRA requirements

    148 votes
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    10 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Angela Locke supported this idea  · 

  6. Laser App - Head of House info populate for spouse

    166 votes
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    15 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Angela Locke supported this idea  · 

  7. Home address vs. other preferred mailing address

    43 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Angela Locke shared this idea  · 

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