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1. Custom Export from Reports

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   5 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   Research  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.

   This suggestion is remaining open and can continue to gather votes and comments!

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   Anonymous commented  ·  May 26, 2015  ·  Delete…

   Need to be able to plug in dates in a certain time period and pull a report for those dates. Example: I want a report to let me know to run an illustration on the anniversary date of the life insurance policy - possibly on a monthly basis. Run a report for all clients that had a policy issued in the month of January.

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   Anonymous supported this idea  ·  May 26, 2015