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Jenny Skidmore

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  1. Non-Qualified

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    2 comments  ·  Redtail CRM » Accounts  ·  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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    Jenny Skidmore commented  · 

    There is no way to know if the migration (when switching to Redtail) missed the Qualified check box or if someone forgot to check it when entering an account. We do a lot of annuities so there are no automatic feeds- we do it manually. I spend a lot of time looking up statements to confirm if the account is non-qualified because the box isn't checked.

    Jenny Skidmore supported this idea  · 

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