Brittany Farris

My feedback

2 results found

  1. 98 votes
    How important is this to you?
    Brittany Farris supported this idea  · 
  2. 1,973 votes
    How important is this to you?
    Brittany Farris supported this idea  · 
    An error occurred while saving the comment
    Brittany Farris commented  · 

    This feature would be of great value to our firm as well. Maybe build a function that recognizes Client's with RMD by their birthday, then we as users can pull a list of these clients from a serach....

Feedback and Knowledge Base