Benjamin G Baldwin III, CFP®, ChFC, CeFT®
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19 votes
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3 votesBenjamin G Baldwin III, CFP®, ChFC, CeFT®
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2 votesBenjamin G Baldwin III, CFP®, ChFC, CeFT®
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10 votesBenjamin G Baldwin III, CFP®, ChFC, CeFT®
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18 votesBenjamin G Baldwin III, CFP®, ChFC, CeFT®
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78 votes
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 comment This is actually a critical item and is the only way that ones fixed desktop, portable laptop and ultra-portable cellular device can maintain an accurate reflection of the time of an appointment, particularly when you recall that the client may well also have a fixed desktop, a portable laptop and ultraportable cellular device. I conducted meetings last year from three different continents to two different continents. If the time zone is on the meeting itself. Then the device can adjust automatically for the meeting participants no matter when they are. Please realize that we or the client are often not in the time zone in which we set the meeting, when we hold the meeting.
Benjamin G Baldwin III, CFP®, ChFC, CeFT®
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This should be done on the family page which has a reasonable beginning structure. It is limited in that it is specifically for dependents, which is nice except for GRANDMA AND GRANDPA HAVE ALL THE MONEY. So...
Make that page a basic family tree for all of a client's succeeding family members, kids, spouses, grandkids etc by allowing us to link other HOUSEHOLDS under the Family, with other linked households obviously then not dependents.