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1. Automatic notification/letter distribution 180 and 90 days prior to a client's 65th birthday in regard to Medicare status.

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   2 comments  ·  Redtail CRM » Know Your Client  ·  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!

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   Darren Tharp commented  ·  July 22, 2016  ·  Delete…

   This capability would not only be valuable for Medicare notification, but could also be set at various time periods (i.e. 30, 60, 90 days) from other important events (i.e. 70 1/2 notification, anniversaries, birthdays, etc...).

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   Darren Tharp shared this idea  ·  July 21, 2016