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1. Portfolio Reporting

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

   William Henehan supported this idea  ·  Jan 19, 2015
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   William Henehan commented  ·  Jan 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.

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