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1. Family per advisor

   3 votes

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   0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   Griffen Colton shared this idea  ·  Jun 9, 2025

2. contact status per advisor report

   3 votes

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   0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   Griffen Colton shared this idea  ·  Jun 9, 2025

3. AUM Tracking by Service Advisor added to Dashboard

   10 votes

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   0 comments  ·  Redtail CRM » Today's Overview  ·  Delete…  ·  Admin →
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   Griffen Colton supported this idea  ·  Jun 9, 2025