My feedback

1 result found

1. RMD Value & Information section

   1,963 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   95 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   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!

   An error occurred while saving the comment
   Philip Grimm commented  ·  Nov 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.

   Save Submitting...