Stephen Crabb
My feedback
3 results found
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533 votes
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 Stephen Crabb
supported this idea
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1,242 votes
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!
Stephen Crabb
supported this idea
·
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1,963 votes
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!
Stephen Crabb
supported this idea
·
An error occurred while saving the comment Stephen Crabb
commented
Agreed, this feature is something that would be EXTREMELY helpful and time efficient for our firm as well. There is always a client who can't remember if they took their RMD last year.
A feature that shows 1.who needs/ will soon need to be taking RMD's, 2.If/when they began taking them, and 3.if the RMD is automatically withdrawn every year or if we need to manually take a distribution would be outstanding!!
Agreed. This is EXTREMELY important to our firm. Having the capability to see the entire workflow while it is in process (being used for a client) and re-assign steps to different people on the fly (while the workflow is in use) is very, very important.
Also, the notes of all the previous steps at a glance without having to switch screens, thus seeing the entire workflow as it is being used, is critical to using these workflows.
Without these changes, workflows are extremely difficult to use as they require more accommodation to the process by the user than they provide accommodation of the process to the user.