Robin

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5 results found

  1. On the contact search results page make the columns sort-able.

    104 votes
    13 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Robin supported this idea  · 

  2. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,280 votes
    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
    How important is this to you?
    Robin supported this idea  · 

  3. Change First Review to Last Review under Client Review

    457 votes
    29 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Robin supported this idea  · 

  4. Make it possible to change a client's next review date without changing first review date!

    571 votes
    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Robin supported this idea  · 

  5. Account Risk Tolerance and Time Horizon Fields

    292 votes
    23 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    An error occurred while saving the comment
    Robin commented  · 

    As a CRM for financial advisors it would be extremely prudent to have at least 5 risk tolerance fields at a bare minimum. Three is totally unacceptable and far from following the "know your client" rules.
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    Robin supported this idea  · 

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