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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  ·  Jan 12, 2017
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   Anonymous commented  ·  Jan 12, 2017  ·  Delete…

   Could you PLEASE include the Face Value and the Insured's name on the portfolio detail reports. Many of our clients have multiple products on insurance and securities. We use this report often and I always have to write in the Face Value and the Insured's name if different than the owner.

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