David Lutz Jr.
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10 votes1 comment · Redtail CRM » Accounts · Admin →
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
An error occurred while saving the commentDavid Lutz Jr. supported this idea ·
9 votes0 comments · Redtail CRM » Accounts · Admin →David Lutz Jr. shared this idea ·
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.