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1. Morningstar - Make Reports on Family

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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!

   Nolan supported this idea  ·  May 10, 2016
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   Nolan commented  ·  May 10, 2016  ·  Delete…

   As of now, it isn't possible to run reports thorough morningstar or riskalyze through redtail for an entire family. Only an individuals accounts can be run. Having the capability to have all of the family's accounts on the same report would be nice.

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