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Andrea Hanks

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  1. Portfolio Reporting

    297 votes
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    24 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Andrea Hanks commented  · 

    The Beneficiary Report no longer lists the tax qualified type (Traditional, Roth, 529, etc...) like it use to before the new Redtail update. Now there is no way of telling what type of account it is. We need that back.

    Andrea Hanks supported this idea  · 

  2. Membership

    51 votes
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    2 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Andrea Hanks supported this idea  · 

  3. RMD Value & Information section

    1,963 votes
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    95 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Andrea Hanks supported this idea  · 

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