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1. Employer

   25 votes

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   0 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Jeanette Blood shared this idea  ·  March 18, 2021

2. employer/employment info

   23 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. 

   This suggestion is remaining open and can continue to gather votes and comments!

   Jeanette Blood supported this idea  ·  March 18, 2021

3. Add a client fee section to the client profile to I know what I am charging them

   45 votes

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   0 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

   This suggestion is remaining open and can continue to gather votes and comments!

   Jeanette Blood supported this idea  ·  December 11, 2019

4. Add more FEE input functionality.

   29 votes

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   1 comment  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. 

   This suggestion is remaining open and can continue to gather votes and comments!

   An error occurred while saving the comment
   Jeanette Blood commented  ·  December 11, 2019  ·  Delete…

   We here at Weinberg Financial Group Would LOVE this feature PER ACCOUNT we would like to have an Advisors Fee and a Custodial Fee section under the account NOT in The UDF field. Thank you :)

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   Jeanette Blood supported this idea  ·  December 11, 2019