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1. Form CRS Delivery Documentation

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   7 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   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!

   Heather Hale shared this idea  ·  Dec 11, 2019
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   Heather Hale commented  ·  Dec 11, 2019  ·  Delete…

   If the BICE field found under the Accounts tab would be renamed to Form CRS that would likely give us what we need.

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