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1. Have the beneficiary report be customizable

   18 votes

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   3 comments  ·  Redtail CRM » Accounts  ·  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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   Rachel Matthews commented  ·  Mar 25, 2024  ·  Delete…

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

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   Rachel Matthews supported this idea  ·  Mar 25, 2024

2. Customizable Beneficiary Report

   21 votes

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   0 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Rachel Matthews supported this idea  ·  Mar 25, 2024

3. Beneficiary Report

   2 votes

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   0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   Rachel Matthews shared this idea  ·  Mar 25, 2024

4. Beneficiary report

   16 votes

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   0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   Rachel Matthews supported this idea  ·  Mar 25, 2024