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DonnaE

← Customer Feedback for Redtail Technology

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5 results found

  1. Telephone Message Board

    3 votes
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    0 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    DonnaE shared this idea  · 

  2. Add fields to comply with the "know your client" FINRA requirements

    145 votes
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    10 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    DonnaE supported this idea  · 

  3. memberships

    127 votes
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    4 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    DonnaE commented  · 

    I agree - Memberships is not a good term for this section. Relationships is much better and I think it will be used more by everyone. Also, this should be higher on the list in the left-hand column and, even better, on the main contact page.

    DonnaE supported this idea  · 

  4. Trusted Contact

    181 votes
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    15 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    DonnaE commented  · 

    This is an SEC requirement, so please make this a priority. Thank you!

    DonnaE supported this idea  · 

  5. Trusted Contact Field on Contact Card

    56 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    DonnaE supported this idea  · 

Feedback and Knowledge Base

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