Does anyone have any ideas, I have email templates for welcome emails when a client accounts is opened. Can anyone think of a way to make a reminder to the advisor to send out?

Has anyone used a consulting firm that sets up single sign on that you would recommend?

Are people recording QCDs in Redtail and then out of courtesy letting the clients know when 1099's are delivered what amount of the 1099R distribution is QCD in case they forgot since it looks like the code Y is optional in box 7

We use Redtail. We are beta'ing their client review early access. We have two types of meetings on Retirement plans (401(k) 457 etc.) Fiduciary/Benchmarking and Employee Education. We have set up 2 activity types and will eventually tie them to workflows etc. Any ideas on how we could trigger using those two different types which may be at different times. They would both be annually. I have thought of connecting 2 of the same contacts but I'm not sure how that would work. Any ideas out there?

For those of your using the GReminders notetaker, how has your experience been? Would love to hear the good, the bad and the ugly! @Scott Sullivan