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1. Include Trusts in the Family Portfolio Value

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   25 comments  ·  Redtail CRM » Family  ·  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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   Bridget commented  ·  Dec 28, 2011  ·  Delete…

   You must be referencing a Trust with a TAX ID versus SSN. I have been advised by Redtail Tech Support to add this as "Other Dependent" so it does appear in Family Portfolio.

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