Add more features to the "Payments Info" under accounts
Under "Payment Info" at the bottom of the page when clicking on a contact's account, there is no option to include the annual or quarterly withdrawal information. Please add this feature along with a description of different withdrawal programs and the ability to add different withdrawal programs linked to an account (maybe similar to the set-up for rider options). We are currently trying to use the CRM to keep track of withdrawals and feel limited to migrate to using Redtail to do this since there aren't very many options tot rack all of the information.
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!
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Danielle commented
It would be nice if other options were included to indicate if it is a 72t, RMD, etc. Also, federal and state tax withholding would be helpful.