Email Notification when a client turns 62 (i.e. becomes eligible for Social Security)
Is it possible for Redtail to send me an email or somehow notify me when a client turns 62 (i.e. becomes eligible for Social Security)?
9
votes
Kevin Prendergast
shared this idea
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!