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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!

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   Anonymous commented  ·  Jan 22, 2020  ·  Delete…

   Please add "Latest CRS Offering" to the Written Agreements Review Section of Know Your Client. This is a new regulatory requirement as of 2020 that we need to be able to document and report delivery dates for our clients.

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   Anonymous supported this idea  ·  Jan 22, 2020