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Daniel N.

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    Daniel N. commented  · 

    It would be very helpful to create custom reminders to trigger when a client turns 70 1/2 for RMD's or 65 for Medicare Etc. You could probably create the reminders using the same steps taken when making quick lists. An example would be to reminder me on the calendar when this criteria matches on any of my clients the following:

    - Type: Contact > Field: Age > Operand: Equal to > Value: 65.

    Daniel N. supported this idea  · 

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