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Nancy Henn

← Customer Feedback for Redtail Technology

My feedback

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  1. need all fields available to select from for custom reporting

    942 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Nancy Henn supported this idea  · 
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    Nancy Henn commented  · 

    The advanced search tool is very valuable to our firm. However it is very frustrating(for 6 years now) that we can search for a specific holding (asset) within a brokerage account, but then cannot create a custom export to print the account those assets are held in.

    PLEASE update the custom export tool to have the capability to report on all the fields in the Data Base.

  2. Please add Memberships to the Profile Form

    146 votes
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    15 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Nancy Henn supported this idea  · 
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    Nancy Henn commented  · 

    Print all dependents on the Profile form so that grandchildren also print. We use this page as a quick reference to update contact/demographic info during reviews with client.

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