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David Lutz Jr.

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  1. In accounts there is no drop down for TOD individual or joint

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    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
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    David Lutz Jr. commented  · 

    Yes, are the programmers of Redtail not aware that Transfer on Death Individual and Transfer on Death Joint accounts are very, very popular? To not have it as an ownership type or where you can add it as an option is a sin. I basically had to put this ownership type in a field where it wasn't supposed to go just so I could search for my TOD accounts.

    David Lutz Jr. supported this idea  · 

  2. ownership

    9 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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