Anonymous
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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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Ditto! We need the 'members'(as defined in memberships) of families to go to laserapp as they are almost always beneficiaries, but are not necessarily dependents. I was told at Redtail U that a Redtail family is a 'tax defined' family, so adult children and nieces/nephews, siblings should not be in that contact's family. But many times we need this info on forms for beneficiaries.