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Thomas

← Customer Feedback for Redtail Technology

My feedback

3 results found

  1. Client Review should read 'Last Review' and should be 'Overdue' if not completed on time

    1,855 votes
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    131 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Thomas supported this idea  · 

  2. Portfolio Reporting

    303 votes
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    24 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Thomas commented  · 

    would like to have an Insurance Summary report that would include fields of primary insured:

    Coverage type/coverage plan/benefit effective/payment frequency/coverage cash value/surrender value

    Thomas supported this idea  · 

  3. RMD Value & Information section

    1,985 votes
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    98 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Thomas supported this idea  · 

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