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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

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   1 comment  ·  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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   Michele Allen commented  ·  Jul 20, 2021  ·  Delete…

   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.

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   Michele Allen supported this idea  ·  Jul 20, 2021

2. Beneficiary report

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   0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   Michele Allen supported this idea  ·  Jul 16, 2021