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  1. accounts

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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Anonymous shared this idea  · 

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

    75 votes
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    3 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Anonymous commented  · 

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

    Anonymous supported this idea  · 
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    Anonymous commented  · 

    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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