My feedback

1 result found

1. Allow customization of "Written Agreement Review" types

   169 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   19 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   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!

   An error occurred while saving the comment
   Chris Briamonte commented  ·  Aug 30, 2019  ·  Delete…

   This should be a high priority improvement!

   Updating account agreements is a FINRA requirement for many of us....presently there is no where in Redtail to track this and report on it.

   Save Submitting...
   Chris Briamonte supported this idea  ·  Aug 30, 2019