Caitlin Miller
My feedback
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88 votes
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Caitlin Miller
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1,855 votes
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1,985 votes
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An error occurred while saving the comment An error occurred while saving the comment Caitlin Miller
commented
Please provide the option to track RMDs in the contact profiles, perhaps in the Know Your Client section. Many of our clients have recurring distributions set up, but even for those who don't, it would be extremely helpful to have this information recorded and tracked in Redtail. So for instance, when viewing a client in Redtail, I could view whether or not the client has RMDs, when the last distribution occurred and the amount, and see on one page any and all past and future RMDs have and will take place.
Being able to report on all RMDs taken during a time period (not specific to one client) would be useful if RMD tracking was available.
Caitlin Miller
supported this idea
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260 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Caitlin Miller
supported this idea
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790 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Caitlin Miller
supported this idea
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283 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Caitlin Miller
supported this idea
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547 votes
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!
Caitlin Miller
supported this idea
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511 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Caitlin Miller
supported this idea
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The report is handy to see which clients qualify, but there is still no way to track RMD dates and amounts. Please add a feature that allows tracking of RMDs, especially reoccurring distributions.