The Beneficiary inside the account should be a link to a contact record in Redtail instead of separate.
Inside of the Accounts feature, there is alist of Beneficiaries. These names do not link to a contact record. It would be helpful to have them link. Currently it is just a text field and not linked to a contact record.
51
votes
Tara Kos
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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GeekyTechMom commented
This would be very helpful, so we don't have to pull a client file to find a beneficiaries phone number and address. This would be very helpful when we are helping them with death claims.