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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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   Misty commented  ·  Aug 30, 2021  ·  Delete…

   Please move this item upon the priority list. this is a very important issue!

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   Misty supported this idea  ·  Aug 30, 2021