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Donna

← Customer Feedback for Redtail Technology

My feedback

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  1. Add As Of Date to Portfolio Summary and Portfolio Detail Reports

    22 votes
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    1 comment  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Donna commented  · 

    Having the ability to view issue date and date of value is critical when you sell annuities and life insurance. Otherwise, there are too many steps you have to do to get to the issue date and the date of value is nonexistent.

    Donna supported this idea  · 

  2. Option to automatically rollover activity

    1,217 votes
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    47 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Donna commented  · 

    We are lost without the ability to rollover activities as we could in the Classic version.

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