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  1. 'Auto Withdrawals' checkbox, etc. mz

    1 vote
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Anonymous shared this idea  · 

  2. Select 'Auto withdrawals' (checkbox) in Update Account to show that auto-RMDs or other systematic withdrawals are active for this account

    17 votes
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    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
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    Anonymous commented  · 

    Could this be done in conjunction with: Add Systematic Withdrawals to Payment Info in Accounts that auto updates the Total Withdrawls

    Anonymous shared this idea  · 

  3. RMD Value & Information section

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