Anonymous
My feedback
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46 votes
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!
Anonymous
supported this idea
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57 votes
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!
Anonymous
supported this idea
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932 votes
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!
Anonymous
supported this idea
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This would be very helpful! Either add a beneficiary report under "Reports", allow us to pull the information from the advanced search options or let us create a custom export with the beneficiary field from under "Accounts". We would like to be able to pull a report for ALL clients and ALL accounts with beneficiaries added.