allow beneficiaries to be listed on the personal profile form when printed for clients to review during a meeting
allow for beneficiaries to show up on the personal profile page when printed to allow the client to review all important information during a meeting
22
votes
Anonymous
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!