Account Fields for Contribution Amount, Percentage, and Frequency
We would love for there to be specific fields in the accounts section for contribution amount (ability to put a dollar amount or percentage) and frequency. Right now we track flow business in Excel, but would strongly prefer to do it in the CRM. This would allow admins to input the information as part of their account setup/update workflows, instead of having advisors track the information on their own (which is not as reliable). We're toying with the idea of creating Account-level UDFs for these fields, but would prefer a Redtail field to make searches and reports easier.
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Jeremy Fanders commented
I would add that you should also be able to list Distributions for those taking money out each month as well.