Heather ← Customer Feedback for Redtail Technology My feedback 1 result found Add Latest CRS Delivery to the Know Your Client Tab 78 votes Vote Vote Vote Vote We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close 1 vote 2 votes 3 votes Remove votes You have left! (?) (thinking…) 3 comments · Redtail CRM » Know Your Client · Delete… · Admin → How important is this to you? Not at all You must login first! Important You must login first! Critical You must login first! We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close Submit Rating Heather supported this idea · Jun 22, 2020 An error occurred while saving the comment Heather commented · Jun 22, 2020 · Delete… Yes! Please add "Lastest Form CRS Offering" to the Written Agreements Review box under Know Your Client. It needs to be added by 6/30/20. Thanks. Save Submitting...
Heather
Heather
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Yes! Please add "Lastest Form CRS Offering" to the Written Agreements Review box under Know Your Client. It needs to be added by 6/30/20. Thanks.