Beneficiaries listed under multiple clients
It would be nice to be able to add a "beneficiary" who might be a client to multiple accounts. We are currently adding this into Important Information, but since the Important Information box hasn't been enhanced to pop up when clicking on the client's name we are hoping that something will change to make this easier for all users.
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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!