My feedback

1 result found

1. Portfolio Reporting

   297 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   24 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   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!

   William Henehan supported this idea  ·  January 19, 2015
   An error occurred while saving the comment
   William Henehan commented  ·  January 19, 2015  ·  Delete…

   Most clients have insurance products, so when running this report we aren't getting good information for 1/2 of their products.

   Save Submitting...