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1. Contact by AUM report

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   7 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!

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   Margot commented  ·  May 7, 2019  ·  Delete…

   Please add report option showing a household's total portfolio balance. Currently have to total each individual acct to get total a HH balance.

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   Margot supported this idea  ·  May 7, 2019