Skip to content

Debbie

← Customer Feedback for Redtail Technology

My feedback

2 results found

  1. Beneficiary Report

    107 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    8 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Debbie supported this idea  · 
    An error occurred while saving the comment
    Debbie commented  · 

    Create a Household "Portfolio Beneficiary Report for:"
    - currently have to run a separate report for husband and a separate report for the wife. If we click on the "SHOW FAMILY ACCOUNTS" and then click on the "Beneficiary Report" we should be able to run "ONE" report that shows all the accounts for husband and wife (or household account).

  2. Add more fields under beneficiaries

    492 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    14 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Debbie supported this idea  · 

Feedback and Knowledge Base

(thinking…)