My feedback

1 result found

1. Portfolio Reporting

   300 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…)
   24 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

   Submit Rating
   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
   An error occurred while saving the comment
   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.

   Save Submitting...