John Paul Webber
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102 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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297 votes
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!
John Paul Webber
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An error occurred while saving the comment John Paul Webber
commented
Please consider broadening this functionality beyond these two specific reports so that any two, or more reports currently built out in the Redtail system can be combined in a single, consolidated report.
[Bonus points for the ability to sort on various criteria such as type (e.g., portfolio detail, beneficiary report, etc.), date/time (e.g., chronological order, most recent first, etc.), alpha (e.g., A-Z, Z-A, etc.) and so on...]
For offices with multiple advisors and segregated client bases, being able to allow users to default privacy options to their team saves hundreds, if not thousands, of mouse clicks over the course of just one year.
This functionality should be enabled immediately to enhance administrative efficiency and decrease server resource loads.