Populate calendar with annual review based on Effective date or Issue date
Most of our clients have multiple accounts. Each account has a different effective date, and therefor a different annual review date. Currently, we can only put in a review date for the client itself. Annual reviews are critical for annuity clients. I recommend that a calendar population based on 1 year from the effective date be automatically posted to the calendar. They are more important than birthdays, which can be automated through a partner site.
14
votes
Larry Martell
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Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!