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← Customer Feedback for Redtail Technology

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  1. Ownership - Type of Ownership: Additional Fields Needed

    10 votes
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    4 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Anonymous commented  · 

    I am in agreement with this request. We would like the ability to add our own Type of Ownership options as the default options are quite limited. Other options would include: Individual TOD; LLC; LLP; LP; UTMA; etc.

  2. Show Account Owner Name when "Show Family Accounts" is selected, Family tag is inconvenient

    19 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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