Create a standard report that list all beneficiaries for all accounts and policies. Or, at at a minimum, enable the ability to create an export report that list all beneficiaries for all accounts and policies.
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!
Andy Ricks commented
I would greatly appreciate this feature if add. I worked with a rep from Redtail on making a custom export using the UDFs. Unfortunately there is not a way to "UDF" this report properly unless there is one beneficiary. Please add!
Lyndsey Pare commented
Yes! Would like to be able to make a custom export list that includes the account beneficiary for each account
This would be very helpful! Either add a beneficiary report under "Reports", allow us to pull the information from the advanced search options or let us create a custom export with the beneficiary field from under "Accounts". We would like to be able to pull a report for ALL clients and ALL accounts with beneficiaries added.
This would be great. My suggestion is to make them print under each account when you print a client portfolio summary (the accounts already print on a separate page, please add the beneficiaries under each account).
Annette Simon commented
And make Beneficiaries on the account pages linked fields -- linked to the contact record for the named beneficiary.