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1. slow

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   0 comments  ·  Redtail CRM » Other  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  October 27, 2022

2. Morningstar - Make Reports on Family

   79 votes

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   6 comments  ·  Redtail CRM » Integrations  ·  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  ·  March 21, 2016  ·  Delete…

   Currently you can only create a Morningstar Office aggregate report by contact. It would be helpful to be able to create an aggregate by household. For example, if you select show family accounts under the Account Options tab, then you could create an aggregate for all of the accounts listed.

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   Anonymous supported this idea  ·  March 21, 2016