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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!

   Anonymous supported this idea  ·  Jun 3, 2020
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   Anonymous commented  ·  Jun 3, 2020  ·  Delete…

   In addition to the original request, I would like to see the "Reports" section be able to include Life insurance type, premium, face amount, beneficiaries, and total them at the end of report.

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