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1. Add Additional Fields to the Client Review Section

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   17 comments  ·  Redtail CRM » Client Reviews  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

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   brian loy commented  ·  June 14, 2019  ·  Delete…

   Yes, please add these. They will improve efficiency in client servicing and help satisfy compliance. Thank you for continuing to improve RT and listening to your clients.

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