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Daniel N.

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  1. 143 votes
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    Daniel N. commented  · 

    Currently the current date is a color on the monthly and weekly calendar that is extremely close to the other white colors for the rest of the days. Please give the ability to let RedTail users change the default current day color.

    Daniel N. supported this idea  · 
  2. 1,927 votes
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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  · 
  3. 127 votes
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    Daniel N. commented  · 

    Under a client's account in status please make this drop down have more options or add options under the status. For Instance adding changed broker instead of just open, closed and under review

    Daniel N. supported this idea  · 

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