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Rick Kiel

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  1. Portfolio Reporting

    297 votes
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    24 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Rick Kiel supported this idea  · 
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    Rick Kiel commented  · 

    Have a report named Portfolio Detailed and Life Insurance Death Benifit

    On the Report

    Column 1 Account #/Company/Product
    Column 2 Type/Tax Qualified Type
    Column 3 Flags
    Column 4 Status
    Column 5 Face Value/Death Benefit
    Column 6 Balance

    This report would like just like when you click on the ACCOUNTS TAB of an Individual Client

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

    1,275 votes
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    65 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Rick Kiel supported this idea  · 

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