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1. RMD Value & Information section

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   97 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

   This suggestion is remaining open and can continue to gather votes and comments!

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   Daniel N. commented  ·  Jul 30, 2015  ·  Delete…

   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.

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   Daniel N. supported this idea  ·  Jul 30, 2015