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  1. 6 votes
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  2. 6 votes
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  3. 25 votes
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  4. 51 votes
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    Sarah commented  · 

    Yes! It's hard to believe this hasn't been done already. We've just started adding life insurance cases and really don't want to use a UDF. Rate Class should always be an available field!

    Sarah supported this idea  · 
  5. 12 votes
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  6. 10 votes
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  7. 28 votes
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    Sarah supported this idea  · 
  8. 37 votes
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    Sarah supported this idea  · 
  9. 189 votes
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  10. 16 votes
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  11. 48 votes
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    4 comments  ·  Redtail CRM » Email  ·  Admin →
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    Sarah supported this idea  · 
  12. 842 votes
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    Sarah commented  · 

    YES we need this for RMDs

    Sarah supported this idea  · 
  13. 11 votes
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    Sarah commented  · 

    I see there have been similar suggestions and Redtail has marked them as "completed" because "this can be achieved using roles". It most definitely cannot be! Please make this update. Lyndsey phrased it perfectly.

    Sarah supported this idea  · 
  14. 593 votes
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    Sarah supported this idea  · 
  15. 46 votes
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    Sarah supported this idea  · 
  16. 79 votes
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    Sarah supported this idea  · 
  17. 15 votes
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  18. 462 votes
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    Sarah commented  · 

    YES. I like the way the current form looks, but it doesn't include all the fields I'd like (and includes several we don't care about). If we could customize it - including adding UDFs - it would be a huge help in client meetings!!!

    Sarah supported this idea  · 
  19. 66 votes
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    Sarah supported this idea  · 
  20. 1,345 votes
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