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  1. RMD Value & Information section

    1,924 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Anonymous commented  · 

    Yes, Tracking RMDs in the CRM would be beneficial. Have the the following titles (see below suggestions) as columns with each row representing an account for that client.

    Age, Account Name, Divisor, Account Number, Fair Market Value as of 12/31/20xx, RMD Amount, YTD Withdrawal, RMD Remaining, Rounded to:, Process Instructions, Comments

    Anonymous supported this idea  · 

  2. Display memberships on the front page of the contact record.

    417 votes
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    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Anonymous commented  · 

    Memberships is way too hidden and needs to be in the front like in the older version of Redtail. We like to see the links and not have to click to see it.

    Anonymous supported this idea  · 

  3. Allow customization of "Written Agreement Review" types

    169 votes
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    19 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Anonymous commented  · 

    Would be nice to have the ability to update the labels under Written Agreements Review be changed from signed fee agreement to what we use Investment Management Agreement. Same with other items below.

    Anonymous supported this idea  · 

  4. Show the Details of the Actions done on the Timeline

    246 votes
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    14 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    Anonymous commented  · 

    Need timeline to have feature to show ALL items as preference instead of always having to manually select this option.

    Anonymous supported this idea  · 
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