Redtail CRM

Welcome to our official Redtail CRM feedback forum!

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  1. Redtail app improvement

    I suggest the client accounts and balance be taken from the accounts list rather than the portfolio. Our company does not use the portfolio as we deal with fixed annuity accounts only. We have already entered the accounts individually on the accounts page and it seems redundant to have to enter that information again on the portfolio page.

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