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Rocky Howe

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  1. Account Risk Tolerance and Time Horizon Fields

    292 votes
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    23 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Rocky Howe supported this idea  · 

  2. UPDATE STRATEGIC ALLOCATION MODEL

    38 votes
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    4 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Rocky Howe commented  · 

    Agree with Chelsea! The options don't line up exactly with our firm's descriptions, so we ended up using UDF's to house this info. If we could customize, then we'd eliminate UDFs and make life easier for all.

    Rocky Howe supported this idea  · 

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