Trusted Contact Field on Contact Card
Can you PLEASE add a field for Trusted Contact information on the Contact Record card? Also, please add a check box that can be marked if the client declines to provide this information. Thank you!
Jennifer Goodworth
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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Tom M.
commented
This is now strongly encouraged by FINRA and should be added. Ideally, we should be able to select another contact in the CRM because 99% of the time, it will be a spouse/child/parent that is already a contact.
Our broker-dealer requires us to add trusted contact information or say that none was provided.
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Jennifer Goodworth
commented
I've seen comments on "Primary" Contact and folks stating that it is redundant information. Primary Contact and Trusted Contact are NOT the same thing.