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Hilaire

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  1. Bulk Data Uploads/Updates

    21 votes
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    4 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Hilaire commented  · 

    I agree this would be a great feature. We regularly have to bulk upload data to our db with highly sensitive information. Anything with loads of PII shouldn't be emailed unless absolutely secure. It is a bit of a problem and makes it so we wait far too long between uploads.

    Hilaire supported this idea  · 

  2. Allow customization of "Written Agreement Review" types

    169 votes
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    19 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Hilaire supported this idea  · 
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    Hilaire commented  · 

    The whole team where I work would really love to be able to have a date for Financial Plans under Written Agreements. We do not use IMA/WMA Date.

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