Revenue Tracking on Individual Accounts
Add the ability to compute two fields together (Account balance x Advisor Fee %) to generate a calculated revenue field.
20
votes
Ryan Langstaff
shared this idea
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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Ryan Langstaff commented
This simply change to allow data feed account balance to determine real time revenue is so simply a change and yet would be revolutionary. Redtail would become even more valuable as the one stop CRM solution!