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Peter Grange

← Customer Feedback for Redtail Technology

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8 results found

  1. Using Nicknames to Search for Contacts when Linking to Notes and Activities

    92 votes
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    4 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Peter Grange supported this idea  · 

  2. Offer a check box or option for "Per Stirpes" in the beneficiary box under the accounts.

    54 votes
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    3 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Peter Grange supported this idea  · 

  3. Would it be possible to add a per stirpes check box in the beneficiary section?

    15 votes
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    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
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    Peter Grange supported this idea  · 

  4. Run multiple beneficiary reports at once from a quicklist (Batch Beneficiary Reports)

    3 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Peter Grange shared this idea  · 

  5. Run multiple beneficiary reports at once from a quicklist (Batch Beneficiary Reports)

    3 votes
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    0 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Peter Grange shared this idea  · 

  6. Remove account balances on beneficiary report

    17 votes
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    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Peter Grange supported this idea  · 

  7. Beneficiary Report

    107 votes
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    11 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Peter Grange supported this idea  · 

  8. We need bulk Beneficiary Excel report-Please work on this report for us. trying to clean up our clients' beneficiary data.need the report

    13 votes
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    1 comment  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Peter Grange supported this idea  · 

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