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1. Add more fields under beneficiaries

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   15 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  ·  Sep 4, 2013  ·  Delete…

   We would like to be able to say who the beneficiary is to the client. Such as "grandchild", "sister", "significant other"

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   Anonymous supported this idea  ·  Sep 4, 2013