Brittany Farris
My feedback
3 results found
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127 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!
Brittany Farris supported this idea · -
95 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!
Brittany Farris supported this idea · -
1,924 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!
Brittany Farris supported this idea ·An error occurred while saving the comment
This feature would be of great value to our firm as well. Maybe build a function that recognizes Client's with RMD by their birthday, then we as users can pull a list of these clients from a serach....