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1. Contact by AUM report

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   7 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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   Dick Havican commented  ·  Jul 18, 2016  ·  Delete…

   The Top-N report "contacts by AUM" should have an option "AUM by family"

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   Dick Havican supported this idea  ·  Jul 18, 2016
   Dick Havican shared this idea  ·  Oct 22, 2014