Jennifer Falb

← Customer Feedback for Redtail Technology

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3 results found

  1. Activity Privacy Options- change default from Everyone or allow users to change default

    102 votes
    8 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?

  2. Allow Tasks to be moved between workflow Steps

    606 votes
    40 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Jennifer Falb supported this idea  · 

  3. Portfolio Reporting

    300 votes
    24 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Jennifer Falb commented  · 

    In reviewing the “Account Reports”, there isn’t much difference between the Portfolio Summary and Portfolio Detail reports. Is it possible to make the Portfolio Detail report truly detailed as the name implies? For example, can it include the following:

    • Account Number – Already in report
    • Company – Already in report
    • Product – Already in report
    • Type – Already in report
    • Issued On – Already in report
    • Owner – Already in report
    • Insured - Needed
    • Status – Needed
    • Coverage Amount – Needed
    • Annual Premium – Needed
    • Renewal Date – Needed
    • Beneficiary Name and Percentage – Needed
    • Cash Value – Needed
    • Face Value – Needed
    • Surrender Value – Needed
    • Account Notes - Needed

    The Custom Export is not a report. It is just an Excel Spreadsheet.

    Jennifer Falb supported this idea  · 

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