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Gaurav Adhikari

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

    26 votes
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    2 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Gaurav Adhikari supported this idea  · 
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    Gaurav Adhikari commented  · 

    If there was a field on the client contact page where we can keep an updated tab of annual contributions into IRAs (prior year contributions and current year contributions can get confusing with the custodian's record keeping) that would be really helpful. Same with RMDs. If there was a field where we can keep updating the RMD amounts taken and required, that would be really helpful. (RMDs taken from outside accounts need to be recorded some place other than the client notes section.

  2. RMD Value & Information section

    1,963 votes
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    95 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Gaurav Adhikari supported this idea  · 

  3. when searching texts in notes, search completed activities as well.

    12 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Gaurav Adhikari shared this idea  · 

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