Rachel Matthews

← Customer Feedback for Redtail Technology

My feedback

4 results found

  1. Have the beneficiary report be customizable

    18 votes
    3 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
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    Rachel Matthews commented  · 

    I would like to be able to add fields that aren't currently on the report, such as the Tax Qualified type.

    Rachel Matthews supported this idea  · 

  2. Customizable Beneficiary Report

    21 votes
    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Rachel Matthews supported this idea  · 

  3. Beneficiary Report

    2 votes
    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Rachel Matthews shared this idea  · 

  4. Beneficiary report

    16 votes
    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Rachel Matthews supported this idea  · 

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