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1. RMD Value & Information section

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   94 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

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   Philip Grimm commented  ·  November 23, 2011  ·  Delete…

   I agree! It takes way to long to create a list of people who need to take RMD's. Pulling the list by age would be a great start. I have worked with other CRM programs and I could pull a report very quickly with those programs.

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