Create an Account Snapshot Report like in the Classic Version
In the classic version, there was a snapshot report option for each individual account that allowed the user to view total invested premium, total withdraws, account value, product name, etc, all on one print-ready and professional-looking pdf. Our advisors review each account in the portfolio usually one at a time and currently the Redtail CRM has four portfolio report options each with a different piece of information. Currently, we would have to check 3-4 different pages when reviewing just one account.Basically, bring the Snapshot option over from the classic version please!!!!
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!