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1. Portfolio Reporting

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   24 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  ·  Jun 14, 2017  ·  Delete…

   We would like to have two reports combined into one: a portfolio detail report plus the beneficiary report. By combining these reports we would only have to run one report for a client instead of two.

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   Anonymous supported this idea  ·  Jun 14, 2017