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1. Non-Qualified

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   3 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Received  ·  Redtail Development Team responded

   Redtail has read this 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!

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   Richard Greenhill commented  ·  Aug 21, 2023  ·  Delete…

   I'm always second guessing the account tax status, Qualified or Non-Qualfied.

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   Richard Greenhill supported this idea  ·  Aug 21, 2023