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1. Delete Bulk Notes

   4 votes

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   0 comments  ·  Redtail CRM » Bulk Actions  ·  Delete…  ·  Admin →
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   Anonymous supported this idea  ·  March 23, 2021

2. Beneficiary Report

   107 votes

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   8 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!

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   Anonymous commented  ·  October 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

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