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amanda jimenez

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  1. In the Profile sections a place to list beneficairy options with beneficary info that can prefill into applications

    3 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    amanda jimenez shared this idea  · 

  2. Would it be possible to add a per stirpes check box in the beneficiary section?

    21 votes
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    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
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    amanda jimenez supported this idea  · 

  3. Is it possible to add a block under "Accounts" for RMD's? (Required Minimum Distributions?

    28 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    amanda jimenez supported this idea  · 

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