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1. Have the beneficiary report be customizable

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   3 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. 

   This suggestion is remaining open and can continue to gather votes and comments!

   Shelly supported this idea  ·  Mar 26, 2021
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   Shelly commented  ·  Mar 26, 2021  ·  Delete…

   Yes! We also need to be able to print the beneficiary report without the balance.

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