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1. Can I have the Portfolio Balance show Husband and Wife's total rather than one individual total, so staff can treat a big account accordingl

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   2 comments  ·  Redtail CRM » Accounts  ·  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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   Joseph Peralta commented  ·  March 02, 2016  ·  Delete…

   Can I have the Portfolio Balance show Husband and Wife's total rather than one individual total, so staff can treat a big account accordingly (if other spouse has little amount).

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   Joseph Peralta shared this idea  ·  March 02, 2016