Melody

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3 results found

  1. Beneficiary Report

    107 votes
    11 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
    How important is this to you?
    Melody shared this idea  · 

  2. RMD Value & Information section

    1,973 votes
    97 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    An error occurred while saving the comment
    Melody commented  · 

    Please add a field to enter clients Required Minimum Distribution (RMD) amount - should be done for each investment they hold

    An error occurred while saving the comment
    Melody commented  · 

    On each account have a place to put in the current years RMD amount
    If they have set up a systematic withdrawal - if so monthly or annual and date
    If the RMD has been satisifed

    Melody supported this idea  · 

  3. The "Comment" option at the bottom of an old note is great for this but it doesn't stand out very well. Maybe Redtail could make it more not

    425 votes
    30 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Melody supported this idea  · 

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