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1. Portfolio Reporting

   297 votes

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

   The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

   Leonard L Neisler supported this idea  ·  February 08, 2019

2. insurance

   55 votes

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   2 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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   Leonard L Neisler commented  ·  December 04, 2018  ·  Delete…

   With financial planning being a very important of a practice today the CRM needs to be more complete to show different kinds of insurance and their benefits. Also, a report that will also show complete information about each life and disability income policy in a report is very important.

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   Leonard L Neisler supported this idea  ·  December 04, 2018