Temp Davis
My feedback
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1,217 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!
Temp Davis
supported this idea
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1,924 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Temp Davis
supported this idea
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529 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!
Temp Davis
supported this idea
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We added a user defined field for RMD and set up and run a new search for over 69.5 each January to create a RMD client list for processing. The RMD is such a routine and standard process across the entire USA that Redtail should build this functionality into RT to help all the new users that have not created their own work around.