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  1. Beneficiary Report

    107 votes
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    11 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Debbie supported this idea  · 
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    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

    495 votes
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    15 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Debbie supported this idea  · 

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