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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  ·  June 08, 2020  ·  Delete…

   Please!

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   Alex Brown shared this idea  ·  June 08, 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  ·  June 08, 2020