contact details
It would be great to have a custom box within the contact details that could be hidden or shown. It would have the option for custom drop downs and content. We do Medicare and Redtail is geared for finance. Not so much insurance. We could add a person's Medicare number, Eff date, etc. There is an Identification area but it does not work for Medicare
32
votes
Michael
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!