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1. Portfolio Reporting

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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!

   Anonymous supported this idea  ·  Mar 3, 2016
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   Anonymous commented  ·  Mar 3, 2016  ·  Delete…

   It would be very helpful to have more information on this report, such as Owner (already included), Beneficiary, Premium and frequency, and Policy date.

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