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1. Portfolio Reporting

   300 votes

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   24 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

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   Andrea Hanks commented  ·  Feb 13, 2017  ·  Delete…

   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.

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   Andrea Hanks supported this idea  ·  Feb 13, 2017

2. Membership

   51 votes

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   2 comments  ·  Redtail CRM » Memberships  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

   Andrea Hanks supported this idea  ·  Feb 1, 2016

3. RMD Value & Information section

   1,973 votes

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   97 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

   Andrea Hanks supported this idea  ·  Feb 12, 2016