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1. Written Agreements Review Addtions

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   2 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Alex Brown commented  ·  Jun 8, 2020  ·  Delete…

   Please!

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   Alex Brown shared this idea  ·  Jun 8, 2020

2. Allow customization of "Written Agreement Review" types

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   19 comments  ·  Redtail CRM » Contact Record  ·  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!

   Alex Brown supported this idea  ·  Jun 8, 2020