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1. Enable beneficiaries to an account be added via the existing contacts, pulling in all necessary info

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   4 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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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   Logan commented  ·  January 15, 2016  ·  Delete…

   Agreed, because I need to enter basic account info for beneficiaries (i.e. address, phone number, relationship, etc.) without having to add that beneficiary as a client.

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   Logan supported this idea  ·  January 15, 2016