Please add search feature to Beneficiary
Beneficiary information needs to become a searchable field along with the auto population of DOB and SS#. This would save time when updating forms and reviewing beneficiaries.
Tina
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!
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Operations Manager commented
I agree with making the field searchable by name. Then, you can link without having to type every single name. A lot of our beneficiaries are already in the CRM; being able to have a search to link to the name would seem like a no-brainer.
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Anonymous
commented
or memberships
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Anonymous
commented
Please have any name entered on all contacts (accounts) be able to be searched. For Example: under adding accounts, beneficiaries are listed but not able to be searched.