provide a place for us to put our company name, contact info, logo, and/or tagline on reports.
To provide ongoing client awareness of the services firm with whom they are working and easy access to contact the advisors, it would be very helpful, and also would look great, if we could put our company information/logo on reports. Thank you.
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!
It would be great if you could upload your firm's logo so that when you generate a report it has your logo on it.
Adam Lillich commented
We have had requests from agencies to be able to upload their customized logo into Redtail so that they can place that logo on the top of the reports that they run out of Redtail.
Diane Anderson commented
There needs to be the option to type a report title for the generated report. Currently you have to print it & then write the title. It would look more professional if it was typed. Also when you are using multiple reports it can get confusing.