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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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   Sarah McDougall commented  ·  May 30, 2019  ·  Delete…

   The first thing I looked for was a way to set notifications when a client's RMD is upcoming. I see three years of comments here making it clear this is a High Value target for your customers. But very disappointing to see RT hasn't addressed this at all.

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