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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!

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   Anonymous commented  ·  Nov 9, 2016  ·  Delete…

   It's hard to use your reports if not complete. The PDF should have all GENERAL INFO, COVERAGE INFO, RIDER INFO, OWBERSHIP AND BENEFICIARY INFO & PAYMENT INFO. I have been using redtail for a lot of years but never infront of a client because of it being incomplete. This means we are always creating additional documents to review with our clients!!!!!

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   Anonymous supported this idea  ·  Nov 9, 2016