Group accounts by household
Would like the ability to run a report of "Accounts by Household".. we do a lot of multi-generational planning and it would be helpful for assessing the family unit as a whole, rather than having to flip back and forth.
The "Show family accounts" feature works, but that is only for individual contacts. We wanted to see all the accounts by household for our entire contact list. Thanks!
21
votes
Deavel Wealth Advisors
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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Russ Rybicki commented
Also, show a Total Value for the Asset in a Household.