create a way for a beneficiary who becomes a client to still be attached as a beneficiary
We are having to create duplicate records when a clients child is listed as a beneficiary but then becomes a client on their own. We are not able to list them as a client and beneficiary. If we combine their records it will remove them as a beneficiary on their parents account. Would like to be able to combine them as a client and still be able to have them connected as a beneficiary to their parents account.
52
votes
Stephanie
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!