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1. Beneficiary Report

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   11 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!

   Jay supported this idea  ·  May 17, 2016
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   Jay commented  ·  May 17, 2016  ·  Delete…

   This should also be true for running a Morningstar Snapshot Report. Husband's and wives often like to look at the TOTAL account allocation of ALL of their accounts combined.

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