Merrie Beth Murphy

← Customer Feedback for Redtail Technology

My feedback

11 results found

  1. Account Rider

    12 votes
    1 comment  ·  Redtail CRM » Accounts  ·  Admin →
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    Merrie Beth Murphy commented  · 

    I would also like to say that Insurance annuity income riders specify the payout as "joint" or "single" payout also the frequency and date. these riders can also be turned on or off.

    Merrie Beth Murphy supported this idea  · 

  2. rider report

    9 votes
    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Merrie Beth Murphy supported this idea  · 

  3. Add Systematic Withdrawals to Payment Info in Accounts that auto updates the Total Withdrawls

    49 votes
    2 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Merrie Beth Murphy supported this idea  · 

  4. Non-Qualified

    53 votes
    3 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    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!

    Merrie Beth Murphy supported this idea  · 

  5. insurance

    61 votes
    3 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Merrie Beth Murphy supported this idea  · 

  6. RMD Value & Information section

    1,973 votes
    97 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Merrie Beth Murphy supported this idea  · 

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

    19 votes
    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Merrie Beth Murphy supported this idea  · 

  8. Add Types of Accounts (Insurance/Investment)

    18 votes
    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Merrie Beth Murphy supported this idea  · 

  9. account product

    9 votes
    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Merrie Beth Murphy supported this idea  · 

  10. Case Creation

    2 votes
    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Merrie Beth Murphy supported this idea  · 

  11. AleciaR

    6 votes
    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Merrie Beth Murphy supported this idea  · 

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