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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!

   Ric Komarek supported this idea  ·  May 19, 2014
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   Ric Komarek commented  ·  May 19, 2014  ·  Delete…

   Currently the beneficiary information is a plain text field. I request that the information listed in the beneficiary section create and link to an individual [or Trust] record in the CRM. The result would be that I would be able to click on a beneficiary and open their CRM record.

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