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35 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 · -
294 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!
An error occurred while saving the comment Anonymous supported this idea · -
841 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 ·An error occurred while saving the comment Anonymous commentedor how about based on a specific date in the system like policy date>
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51 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!
An error occurred while saving the comment Anonymous commentedI spoke with Jenny today and she said she has heard about this several times. I do not think you need to substitute the Linked contact field with Job title though. It looks like there is plenty of real estate to just add job title field. This way, when i look at the employer, i can tell the person's actual role with the employer and select the correct person i need to contact. Wholesaler for a product company is a great example. If we have 10 contacts at a company and they all present as Employer/Employee and I need to contact the wholesaler (who presumably i don't know, because I am new here) then i have to click through to each individual linked contact to find that out. Make sense? I see this suggestion is old..please consider this modification. Thank you
Anonymous supported this idea ·
Add the insurance policy's face amount to the Portfolio Beneficiary Report. Report only shows balance and when client has multiple policies with same company it is difficult to differentiate on the report.
Please, Thank you!