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  1. 43 votes
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  2. 2 votes
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  3. 33 votes
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  4. 78 votes
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    Anonymous commented  · 

    Someone just emailed me asking about putting the client age in years and months (78.8 years) so they can see the client's exact age for, example, taking a withdrawal without penalty. They suggested it would be in the Contact Details under the DOB. Thanks!

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  5. 732 votes
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    Anonymous commented  · 

    In the Redtail/Outlook integration, calendar invites can't be sent to clients. Also, there should be the ability to set up a Webex/Skype call from Redtail, since it can't be done at all if Retriever is set up. If you set up a Webex from Outlook, it doesn't even go out.
    Thanks!

    Anonymous supported this idea  · 
  6. 593 votes
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    Anonymous supported this idea  · 

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