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Danielle

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  1. Add ability to customize withdrawal information under payments

    19 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Danielle supported this idea  · 

  2. Withdrawal Option

    17 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Danielle supported this idea  · 

  3. Add more features to the "Payments Info" under accounts

    19 votes
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    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
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    Danielle commented  · 

    It would be nice if other options were included to indicate if it is a 72t, RMD, etc. Also, federal and state tax withholding would be helpful.

    Danielle supported this idea  · 

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