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Kristy

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3 results found

  1. Need a spot to add beneficiary info without creating beneficiary as a contact.

    205 votes
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    4 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Kristy supported this idea  · 

  2. RMD Value & Information section

    1,963 votes
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    95 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Kristy commented  · 

    Some sort of tracking for RMD's would be great. Right now we have re-occurring yearly activities to remind us.

  3. Laser App - Head of House info populate for spouse

    166 votes
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    15 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    Kristy supported this idea  · 

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