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1. RMD Value & Information section

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   95 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

   Vicki Ellis supported this idea  ·  Dec 12, 2012
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   Vicki Ellis commented  ·  Dec 12, 2012  ·  Delete…

   I agree. The current recommendation for monitoring RMDs is to add a keyword to the contact record. This does not provide enough information and is not account specific. If the Qualified account were to close then you would have incorrect information on the record.

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