Create ability to link contacts in our database to companies' group policies as clickable or "hot" links to the participants' accounts
I would like the ability to link contacts in our database to companies' group policies as clickable or "hot" links to the participants' accounts. For example, one of our clients owns a business and has a group Simple IRA as well as a Group Healthcare Policy. However, currently, you cannot list or link the participants contributing to the Group Simple IRA. As for healthcare policy, currently, you can only list the participants on the business account's master policy, but it doesn't link or reflect to the employees' accounts or records. Please fix, it would be extremely beneficial to our company.
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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