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Chris

← Customer Feedback for Redtail Technology

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2 results found

  1. AUM Historical Tracker

    40 votes
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    3 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Chris commented  · 

    Would be great if we could track new AUM accounts year to date and month to month so we can track out sales growth.

    Chris supported this idea  · 

  2. AUM - Report AUM growth periodically

    47 votes
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    2 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Chris supported this idea  · 

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