Michele Allen

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My feedback

2 results found

  1. We need bulk Beneficiary Excel report-Please work on this report for us. trying to clean up our clients' beneficiary data.need the report

    13 votes
    1 comment  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Michele Allen commented  · 

    With our company change it would have been nice to do a bulk Beneficiary report for all our clients. All their account #'s will be changing, and it would have been beneficial to us to have the client name and beneficiaries in an excel spread sheet.

    Michele Allen supported this idea  · 

  2. Beneficiary report

    16 votes
    0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Michele Allen supported this idea  · 

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