Kimberly Krueger
My feedback
4 results found
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182 votes
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
Kimberly Krueger supported this idea · -
86 votes
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
Kimberly Krueger supported this idea ·An error occurred while saving the comment -
120 votes
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!
Kimberly Krueger supported this idea · -
34 votes
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
Kimberly Krueger supported this idea ·
If I have a client with the name John 'John' W. Smith and John 'Jonny' W. Smith Jr., when I go to link a beneficiary to an account, or owner or insured, it comes up with just John Smith. I have to guess which John to use. It would be nice to not have to guess. Thanks!