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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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   Anonymous commented  ·  July 20, 2016  ·  Delete…

   Agreed. We get paperwork with the beneficiaries name on it from the insurance companies and doesn't always list the policy owner. It would be nice if they were added to the system as a contact and searchable.

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   Anonymous supported this idea  ·  July 20, 2016