okay soo I've been really diving into the account details section of client profiles (Client -> Accounts -> select account) and two request that would increase the functionality of the CRM for our firm.

Request 1:
PLEASE make this change. It's such a no brainer and would immediately improve the functionality and interconnectedness of the CRM.

• CURRENT ISSUE: when listing a beneficiary to a linked account, the beneficiary exists as a static data point - it should be able to be linked to an existing Redtail profile if there is one. 
• REAL WORLD EXAMPLE: Wife has IRA and with husband listed as beneficiary. Husband is also a client and has existing redtail profile. When our admin goes to the "Beneficiary" section of the Wife's IRA, they type in the Husband name - but it does have the option to link to the Husband's existing Redtail profile. 
• REQUEST: please make it so that if there is an existing redtail profile, it can be linked under the Beneficiary options. This functionality already exists for the "Ownership" detials function below - it would be awesome if it existed for this as well. 

Request 2: Under the "Ownership" section, the "Relationship" terms need to be updated and expanded to include terms that are relevant for TRUSTS ("Trustee", "Grantor", etc.) and for INHERITED IRAS ("inheritor, "decedent," etc.) Currently, the options properly labeling these account types are limited and occasionally not applicable which is a barrier to using the CRM effectively.