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Toni House

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  1. RMD Value & Information section

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    95 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Toni House commented  · 

    We desperately need RMD tracking. I am manually doing it right now. When you have more than 150 RMD's I am so afraid of missing someone. I have been trying to create something better for tracking and calculating how much has been taken, how much needs to be taken and how much still needs to be taken since I started working here more than a year and a half ago. So any help is appreciated.
    So please TailWag figure something out.

    Toni House supported this idea  · 

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