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1. Beneficiary Report

   107 votes

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   11 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  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!

   Melody shared this idea  ·  Apr 19, 2017

2. RMD Value & Information section

   1,963 votes

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   95 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!

   An error occurred while saving the comment
   Melody commented  ·  Apr 19, 2017  ·  Delete…

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

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   Melody commented  ·  Feb 13, 2017  ·  Delete…

   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

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   Melody supported this idea  ·  Feb 13, 2017

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

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   30 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

   This suggestion is remaining open and can continue to gather votes and comments!

   Melody supported this idea  ·  Feb 13, 2017