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Rhonda

← Customer Feedback for Redtail Technology

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3 results found

  1. Add an Estate Planning Tab

    103 votes
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    2 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Rhonda commented  · 

    Having a dedicated place to enter trust information would be so helpful! Trust Name, Trust Date, TIN, Trustees, Rev or Irrev. It would be wonderful to have a place where all of this can be referenced and easily accessed.

    Rhonda supported this idea  · 

  2. Client review dates should NOT auto change

    41 votes
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    3 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Rhonda supported this idea  · 

  3. Add Systematic Withdrawals to Payment Info in Accounts that auto updates the Total Withdrawls

    49 votes
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    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
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    Rhonda supported this idea  · 

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