Be Able to Keep Track of Multiple Review Dates for One Client
Is there any way we can get two more slots for different reviews? We need one for Life Insurance Reviews and one for State Planning Reviews. This would be beneficially for the clients that have just insurance accounts with us, as well as State Planning accounts. This would also help for us to know which clients are only Insurance and State.
24
votes
Cheryl Bowley
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!