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Angie

← Customer Feedback for Redtail Technology

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  1. Add the option to have alerts / push notifications sent directly to the device

    411 votes
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    26 comments  ·  Redtail CRM » Mobile App  ·  Admin →
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    Angie supported this idea  · 

  2. RMD Value & Information section

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

    Would like an automatic reminder for RMDs - ideally estimated amount (based on IRA account types). At a minimum it would be nice to have an auto reminder go off when a client hits 70 1/2 to indicate we need to look at it.

    Angie supported this idea  · 

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