Traci
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491 votes
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39 votes
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76 votes
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858 votes
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103 votes
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205 votes
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In the Banking Section of Know Your Client, please add a field to list the Name of the Bank Account.
18 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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61 votes
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111 votes
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428 votes
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22 votes
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43 votes
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33 votes
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42 votes
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181 votes
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650 votes
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18 votes
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46 votes
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166 votes
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146 votes
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Traci
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Amazing we even have to ask for this but yes, there needs to be significantly more options to pull from for custom exports, especially on the account side. Like benefit amount, premium method, ownership, registration, etc. Without giving us the option to export it or include it in your pre-made reports we basically wasting time entering data that is trapped!