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1. add a household portfolio balance option

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   1 comment  ·  Redtail CRM » Contact Record  ·  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!

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   Anonymous commented  ·  Jul 15, 2020  ·  Delete…

   Our firm would also like to see the complete balance on the main page. It is pretty "clicky" if you need to get that information quickly.

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   Anonymous supported this idea  ·  Jul 15, 2020