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1. Required Minimum Distribution

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   1 comment  ·  Redtail CRM » Contact Record  ·  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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   Catherine Cleveland commented  ·  December 11, 2020  ·  Delete…

   In addition to this, I'd like the RMD to be a searchable item so we could search for a completed list of clients with RMDs

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   Catherine Cleveland supported this idea  ·  December 11, 2020