Anonymous
My feedback
3 results found
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16 votes
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!
Anonymous
shared this idea
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41 votes
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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345 votes
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
Anonymous
supported this idea
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We have clients whose children are clients and beneficiaries. We would like to be able to add them to the "parent" contact and/or have a place to add Beneficiaries so that when completing documents on Laser App, the fields will populate with the "childrens" information.
Sometimes the beneficiaries are not the clients child, could be a sibling or other relationship.
We use this alot and would look forward to an update/enhancement!