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1. 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!

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   Anonymous commented  ·  Apr 8, 2020  ·  Delete…

   Agreed. We need to have the ability to customize the Risk Tolerance field for our client's risk categories as well as Time Horizons- Please!! Thank You!!

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   Anonymous supported this idea  ·  Apr 8, 2020