amanda jimenez ← Customer Feedback for Redtail Technology My feedback 3 results found In the Profile sections a place to list beneficairy options with beneficary info that can prefill into applications 3 votes Vote Vote Vote Vote We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close 1 vote 2 votes 3 votes Remove votes You have left! (?) (thinking…) 0 comments · Redtail CRM » Contact Record · Delete… · Admin → How important is this to you? Not at all You must login first! Important You must login first! Critical You must login first! We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close amanda jimenez shared this idea · May 2, 2024 Would it be possible to add a per stirpes check box in the beneficiary section? 15 votes Vote Vote Vote Vote We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close 1 vote 2 votes 3 votes Remove votes You have left! (?) (thinking…) 1 comment · Redtail CRM » Accounts · Delete… · Admin → How important is this to you? Not at all You must login first! Important You must login first! Critical You must login first! We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close amanda jimenez supported this idea · May 2, 2024 Is it possible to add a block under "Accounts" for RMD's? (Required Minimum Distributions? 19 votes Vote Vote Vote Vote We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close 1 vote 2 votes 3 votes Remove votes You have left! (?) (thinking…) 0 comments · Redtail CRM » Accounts · Delete… · Admin → How important is this to you? Not at all You must login first! Important You must login first! Critical You must login first! We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close amanda jimenez supported this idea · May 2, 2024