My feedback

1 result found

1. Beneficiary Report

   107 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   11 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   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!

   An error occurred while saving the comment
   Anonymous commented  ·  Oct 13, 2020  ·  Delete…

   I agree. This would be a great feature: We would like to be able to export our client's beneficiaries into a report to send out clients to verify their beneficiary info is correct. This would need to be on an account level obviously. Please provide a timeframe as to when this will be available. I see some of these comments are from 2017. Thank you

   Save Submitting...