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1. Portfolio Reporting

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   24 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

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   Anonymous commented  ·  Mar 31, 2015  ·  Delete…

   In addition to this report, it does not show the cash value of a policy or the face amount? I would like to see that included as well.

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   Anonymous commented  ·  Mar 31, 2015  ·  Delete…

   I have to print a Portfolio Detail Report and a Portfolio Beneficiary Report for our clients. I would like to see all information under the Portfolio Detail Report which would include all beneficiary information. Thank you!

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   Anonymous supported this idea  ·  Mar 31, 2015