Maybe under the misc. client info add a spot for beneficiary details where you can list kids social securities and birth dates. I am constantly digging through old paperwork to find this information when doing new paperwork. I don't want to make a new client profile if all I want to save is these two pieces of information.
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!