enable company address and phone numbers to automatically populate employee address card
It would be nice to have a company's address and phone numbers automatically populate an employee's information card. Currently, when we enter 401(k) participants for a company we have to manually enter this information repeatedly... We can occasionally import this information but in many cases, this is not possible. It makes the set up process much longer and tedious and is frustrating when we know the employee (participant) is linked to the company (membership), yet we can not draw from the company contact data.
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!