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← Customer Feedback for Redtail Technology

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  1. Need a spot to add beneficiary info without creating beneficiary as a contact.

    205 votes
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    4 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Anonymous supported this idea  · 

  2. RMD Value & Information section

    1,963 votes
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    95 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Anonymous commented  · 

    It would be really beneficial to have RMD functionality for qualified accounts. When did they start withdrawals, how much/frequency of the withdrawal, tax withholdings, and a place for extra RMD specific notes.

    Anonymous supported this idea  · 

  3. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,371 votes
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    69 comments  ·  Redtail CRM » Family  ·  Admin →
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    Anonymous supported this idea  · 

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