My feedback

2 results found

1. Morningstar - Make Reports on Family

   79 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   6 comments  ·  Redtail CRM » Integrations  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   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!

   An error occurred while saving the comment
   Jay commented  ·  May 17, 2016  ·  Delete…

   Many clients want to see their overall allocation from ALL household accts, not just by individual name. This can be presently be done with the Morningstar subscription and is very helpful. Please consider adding this feature.

   Save Submitting...
   Jay supported this idea  ·  May 17, 2016

2. Beneficiary Report

   107 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   8 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

   Jay supported this idea  ·  May 17, 2016
   An error occurred while saving the comment
   Jay commented  ·  May 17, 2016  ·  Delete…

   This should also be true for running a Morningstar Snapshot Report. Husband's and wives often like to look at the TOTAL account allocation of ALL of their accounts combined.

   Save Submitting...