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1. License Type Database List

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   8 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. 

   This suggestion is remaining open and can continue to gather votes and comments!

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   Anonymous commented  ·  Jun 23, 2020  ·  Delete…

   I need to be able to add a variety of licenses for tracking and CE renewal. Please make this drop-down list customizable, the options listed are not applicable to our firm. Would like to add CFA, CPA, CFP, etc...

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   Anonymous supported this idea  ·  Jun 23, 2020