Megan Poehlmann
My feedback
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925 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!
Megan Poehlmann
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570 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!
Megan Poehlmann
supported this idea
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205 votes
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!
Megan Poehlmann
supported this idea
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1,963 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!
Megan Poehlmann
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114 votes
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!
An error occurred while saving the comment An error occurred while saving the comment Megan Poehlmann
commented
Like the Birthday reminder; How about a reminder when a client's Driver's License is 30 days from expiration?
Driver's License 30 notice to expiration would be a very valuable service to our clients and another high value touch point
Megan Poehlmann
supported this idea
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Also, could you set up the reminder reports to allow the Driver's License Expiration Dates to include both the client and his/her spouse? This would be highly beneficial in aiding financial firms to keep their household books and records current; a highly regulated area of business within the industry.