Debbie Mayer ← Customer Feedback for Redtail Technology My feedback 1 result found It would be helpful to be able to run a report for both held away accounts and AUM accounts 4 votes Vote Vote Vote Vote We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close 1 vote 2 votes 3 votes Remove votes You have left! (?) (thinking…) 0 comments · Redtail CRM » Reports, Exports & PDFs · Delete… · Admin → How important is this to you? Not at all You must login first! Important You must login first! Critical You must login first! We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close Debbie Mayer shared this idea · January 26, 2021