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1. beneficiaries

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   5 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  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!

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   Andy Ricks commented  ·  December 14, 2022  ·  Delete…

   I would greatly appreciate this feature if add. I worked with a rep from Redtail on making a custom export using the UDFs. Unfortunately there is not a way to "UDF" this report properly unless there is one beneficiary. Please add!

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   Andy Ricks supported this idea  ·  December 14, 2022