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1. Beneficiary Report

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   11 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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   John McKinley commented  ·  Mar 20, 2023  ·  Delete…

   Please add this feature for beneficiary reports; this would be a huge help!

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   John McKinley supported this idea  ·  Mar 20, 2023