Anonymous
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53 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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If I put in the next anniversary date of a life insurance policy, annuity, etc. as the renewal date, then I can run reminder reports so that we can let the client know their premium is coming due this month, for example. However, once the renewal date passes, it does not automatically update to the same day for the next year. It would be very helpful if once the renewal date passes, then the field automatically changed to the same date of the following year.