Sally Erickson
My feedback
3 results found
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910 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Enable beneficiaries to an account be added via the existing contacts, pulling in all necessary info
58 votesRedtail’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!
Sally Erickson
supported this idea
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492 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!
Sally Erickson
supported this idea
·
Agreed, all fields should be available for export to mail merge fields, of course laser ap might not like it because we could create our own forms. Also, number fields should be stored as number fields not text. ie ss#, ph#. When exported to excel, have to be changed before they can be formatted for merging with a document.