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1. RMD Ages in Contact Information

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   7 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

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   Connie Velander commented  ·  January 11, 2017  ·  Delete…

   Similar to Salesforce, I would like to see my client's exact age. ie: 70.5 not just 70. Now, I have to do the math to calculate exact age when trying to find out when a client needs to take an RMD.

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   Connie Velander supported this idea  ·  January 11, 2017