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1. Creation of Report to report on Best Interest (CRS) Dates

   24 votes

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   0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   Daniel Jones supported this idea  ·  Aug 26, 2020

2. Add Latest CRS Delivery to the Know Your Client Tab

   72 votes

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   3 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Daniel Jones supported this idea  ·  Aug 26, 2020

3. CRS Tracking/Report

   15 votes

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   0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Daniel Jones supported this idea  ·  Aug 26, 2020