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1. RMD Value & Information section

   1,973 votes

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   97 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

   This suggestion is remaining open and can continue to gather votes and comments!

   Shannon Daily supported this idea  ·  Jul 30, 2014

2. Add more fields under beneficiaries

   495 votes

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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!

   Shannon Daily supported this idea  ·  Jul 30, 2014
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   Shannon Daily commented  ·  Jul 30, 2014  ·  Delete…

   The beneficiary information should be on the right side of the Contact Overview page below the Contact Details box. The user should be able to add as many beneficiaries as needed with an area for information including first name, middle name, last name, birthdate, social security number, address, phone number, email address, relationship to contact, primary vs. contingent, etc...

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