Please add search feature to Beneficiary
Beneficiary information needs to become a searchable field along with the auto population of DOB and SS#. This would save time when updating forms and reviewing beneficiaries.
46
votes
Tina
shared this idea
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!
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Anonymous commented
or memberships
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Anonymous commented
Please have any name entered on all contacts (accounts) be able to be searched. For Example: under adding accounts, beneficiaries are listed but not able to be searched.