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  1. RMD Value & Information section

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    95 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Anonymous commented  · 

    More of a transaction log/spreadsheet not just for withdraws

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    Anonymous commented  · 

    Would like to be able to keep up with withdraws on accounts more detailed.
    I seen where can list a monthly and total withdraw.
    But for some accounts clients get a systematic withdraw and will withdraw separate individual withdraws on top of that. Then will have RMD with draws.
    Would like to have it where it's a transaction history. When I tried using the transaction section it did not match up to my needs on my accounts. It needs to be more expanding not so one way or no way. Also keeping track of penalties and fees.
    We have to keep a separate log for these and manually keep track so it be nice to have it all on here.

    Anonymous supported this idea  · 
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    Anonymous commented  · 

    This would be great!

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