Chloe Williams

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45 results found

1. RMD Ages in Contact Information

   80 votes

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   7 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

   Chloe Williams supported this idea  ·  Oct 29, 2025

2. RMD -Beneficiary IRA at any age

   4 votes

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   0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   Chloe Williams supported this idea  ·  Oct 29, 2025

3. Adding RMD INFO. Tab - nexto Misc Client Info

   32 votes

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   2 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Delete…  ·  Admin →
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   Chloe Williams supported this idea  ·  Oct 29, 2025

4. RMD Information/Log

   21 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Chloe Williams supported this idea  ·  Oct 29, 2025

5. Add a "Next Step" with assigned person feature to Activities

   6 votes

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   0 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Chloe Williams shared this idea  ·  Oct 29, 2025