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1. Beneficiary Report

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   11 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  ·  Jan 9, 2024  ·  Delete…

   I am not sure why this has not already been completed. This is a VERY important piece to speak to the client with at their annual review.

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   Anonymous supported this idea  ·  Jan 9, 2024