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1. Add Latest CRS Delivery to the Know Your Client Tab

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   3 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Anonymous commented  ·  Jun 9, 2020  ·  Delete…

   Agreed. This is a separate required document and delivery frequency is different than the ADV itself

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   Anonymous supported this idea  ·  Jun 9, 2020
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   Anonymous commented  ·  Jun 9, 2020  ·  Delete…

   Agreed. this would be the appropriate place as it is a separate delivery requirement and may be needed to deliver more frequently than the ADV itself.

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