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1. Allow Customization of the Know Your Client Tab

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   6 comments  ·  Redtail CRM » Know Your Client  ·  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!

   Anonymous supported this idea  ·  Jan 23, 2019
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   Anonymous commented  ·  Jan 23, 2019  ·  Delete…

   It would also be nice to have a "Last Review Date" field that is updated automatically when a review meeting has been held.

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