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  1. Linked Accounts for Activity customizable information

    16 votes
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    3 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Anonymous commented  · 

    An activity can cover several accounts and have several linked accounts. Displaying the account number and the Company are only helpful if we have account numbers memorized. RIAs and IARs will most often use the same Company as the custodian. Allowing us to use the Product or the Owner or the Registration, instead of the Company, would provide the clarity need to identify the account.

  2. More control over password requirements and longer/complex passwords allowed

    67 votes
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    8 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Anonymous supported this idea  · 

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