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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!

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   Jenny commented  ·  Sep 6, 2013  ·  Delete…

   Along with the RMD, please add the option for some sort of notification for the ages 59 1/2 and 65. Those are all extremely important ages for us in the financial world and I'm surprised Redtail doesn't have it as a feature already. Thanks!

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   Jenny supported this idea  ·  Sep 6, 2013