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Lucy Curiel

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  1. RMD Value & Information section

    1,963 votes
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    95 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Lucy Curiel supported this idea  · 
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    Lucy Curiel commented  · 

    Right now the only option is monthly distributions... A lot of our clients take an ANNUAL RMD or Quarterly income distributions. Would also be very helpful to be able to see Tax withholding, method of delivery, date of distribution, etc...

  2. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,371 votes
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    69 comments  ·  Redtail CRM » Family  ·  Admin →
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    Lucy Curiel commented  · 

    Most of our clients are elderly so we handle their family accounts for many generations. We should be able to add all family members to the family link vs. memberships. The membership feature is not easily accessible and seems to be more for linking CPAs, attorneys, etc. to clients.

    Lucy Curiel supported this idea  · 

  3. Include Trusts in the Family Portfolio Value

    254 votes
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    24 comments  ·  Redtail CRM » Family  ·  Admin →
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    Lucy Curiel commented  · 

    At this time we are not able to group/categorize a contact other than an individual. We manage several small business accounts and it would be nice to be able to group all the employees that work for that corporation. We also have several client's who have individual accounts as well as corporation accounts, business accounts, linked trust accounts, etc. etc. Currently, we are able to group all the individuals by using the Family Name field, but we are not able to group their business, trust, or corporation profiles because there is no such data field for profiles other than Individuals. The Redtail performance reports for these such clients are incomplete because we can not group their business accounts. We should be able to link/group all Contact Types with a corresponding Family or Group.

    Lucy Curiel supported this idea  · 

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