Andrea Maher
My feedback
2 results found
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100 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!
An error occurred while saving the comment Andrea Maher
supported this idea
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463 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!
An error occurred while saving the comment Andrea Maher
commented
Create a place where beneficiaries can be listed for the clients, with respect to their various accounts. This would be extremely helpful to us advisors having all of the relevant information such as birthday, SS#, address and phone # included in the client profile as opposed to creating a new contact who we do not have separate accounts with. Most often the beneficiaries (Primary) are the Spouses and then (Contingent) are their children, brothers/sisters, nieces/nephews) and are most often not clients of ours and in some cases are children. It would be great to have a place to enter this information in Redtail so we could track it and update it and keep records of when the updating took place. Beneficiary information is very important on out business.
Andrea Maher
supported this idea
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When searching for clients for example Sam Mitchell, it would be good if after reviewing his record the screen would return to the M's list and not revert back to A's. This way when doing updates we would be able to update alphabetically. As it is now we have to jump all over the place. It gets a little bit frustrating.