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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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    Anonymous commented  · 

    You should be able to run a report based simply on accounts checked as "Tax Qualified" without having to list a specific Type. This will help substantially with RMDs.

  2. need all fields available to select from for custom reporting

    925 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Anonymous supported this idea  · 

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