Carole Gardner
My feedback
3 results found
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495 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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145 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!
Carole Gardner
supported this idea
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40 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!
Carole Gardner
supported this idea
·
In that same line of thought...I would love to use a printed Client Profile form when filling out applications to add the beneficiary information. This form will only list spouse and child(ren) within that household. So, if your child(ren) are grown they do not appear on that form. They are still your children...shouldn't that profile form reflect that? It is just another time consuming task to keep switching back and forth between screens to get this info!