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1. Include Trusts in the Family Portfolio Value

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   24 comments  ·  Redtail CRM » Family  ·  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  ·  May 21, 2021  ·  Delete…

   Please can we see some movement on this. It is very disadvantageous to not be allowed to add trusts into trustees' Portfolio balances.

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