Need a spot to add beneficiary info without creating beneficiary as a contact.
I want to add client beneficiary information without having the beneficiary as a contact in the CRM. Include a section in "Know Your Client" to add beneficiary name, DOB, SS#, address, etc.
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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need more information inputs in the beneficiary tab. DOB, Soc, relationship with account holder, etc
Two Solutions to this problem I can see -
1. Add a contact status as "Beneficiary" if you don't have one already and tag those persons as the client beneficiary.
2. Add their name as Beneficiary in the Contact's Account section under the specific account to which this contact's beneficiary applies. The Beneficiary tab under the specific account section tagged to the overall client doesn't create a new contact. I've even used "None" or "See Trust Documents" to distinguish nuance items' occurences.
Holly W commented
Yes please, I have just been typing them in the important info box. But an actual spot for the info we need Daily would be very good. Thane makes a good point. Just some where please
Thane McCready commented
Maybe the account tab not the contact tab would be the best place to put this. The client could have more than one account, with different beneficiaries on each account.