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Kristie Marshall-Snodgrass

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  1. Offer a check box or option for "Per Stirpes" in the beneficiary box under the accounts.

    54 votes
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    3 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Kristie Marshall-Snodgrass commented  · 

    I agree with the decimal point percentages as well as offering a dollar amount, if that is the case.

    My biggest concern is the "per stirpes" check box! Please add this simple check box.

    Kristie Marshall-Snodgrass supported this idea  · 

  2. Add more fields under beneficiaries

    495 votes
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    15 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Kristie Marshall-Snodgrass supported this idea  · 

  3. Need a spot to add beneficiary info without creating beneficiary as a contact.

    205 votes
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    4 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Kristie Marshall-Snodgrass supported this idea  · 

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