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Doug

← Customer Feedback for Redtail Technology

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  1. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

    729 votes
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    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Doug commented  · 

    any update on this issue? What has a higher priority than this?

  2. RMD Value & Information section

    1,924 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Doug supported this idea  · 
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    Doug commented  · 

    IF over 70.5, have the report list the IRa accounts that the client has, the previous year end value, and then the RMD amount to take out, and the amount and date taken, Protracker had a report like this and it was very helpful.

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