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1. today button

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   0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Anonymous shared this idea  ·  Mar 4, 2024

2. Account Risk Tolerance and Time Horizon Fields

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   23 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!

   Anonymous supported this idea  ·  Feb 13, 2020