Contact Overview Menu: Licenses

When you access a contact record in Redtail, you'll notice new menu items in your Left Menu Bar underneath Contacts (these menu items only appear when within a contact record): 


Here we'll take a look at Licenses. If you click that option from this menu, you'll see the Licenses area for the Contact: 


Above you can see the type of information you can track here about a contact's Licensing.  Just click the Add or Edit button in the upper right corner of these sections to make any additions or edits to Advisor Licenses or Advisor Details.

You can also add Firm and FINRA History as well as Appointments for the contact below on the same page: 


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