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1. ABILITY TO INCLUDE INSURANCE POLICIES ON CRM

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   4 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

   This suggestion is remaining open and can continue to gather votes and comments!

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   Amy Piccaluga commented  ·  August 07, 2018  ·  Delete…

   Reports should also be able to be run for life insurance policies.

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   Amy Piccaluga supported this idea  ·  August 07, 2018