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  1. RMD Value & Information section

    1,963 votes
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    95 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Anonymous supported this idea  · 

  2. I need additional Mail Merge Fields

    545 votes
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    80 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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  3. need all fields available to select from for custom reporting

    925 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Anonymous commented  · 

    We really need the assets/liabilities/net worth etc added as fields in the custom export. We run these by clients every single meeting and it would be really nice to be able to just generate a quick document for what we need.

    Anonymous supported this idea  · 

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