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1. Include Trusts in the Family Portfolio Value

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   24 comments  ·  Redtail CRM » Family  ·  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  ·  Sep 6, 2016  ·  Delete…

   We would like to be able to add Trusts, PSP's, LLC's or other business accounts associated to the Family Head. Can you add this in?

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   Anonymous supported this idea  ·  Sep 6, 2016