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1. Account Renewal Reminder Date - Auto Renew Feature

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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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   Richard McGrath commented  ·  May 15, 2019  ·  Delete…

   Yes! This feature will assist us with the important annual reviews that we perform for our client's policies.

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