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1. Account Information

   28 votes

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   2 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!

   Jamal Mahmood supported this idea  ·  Nov 7, 2022

2. add dependents

   26 votes

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   1 comment  ·  Redtail CRM » Family  ·  Delete…  ·  Admin →
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   Jamal Mahmood commented  ·  Jul 21, 2022  ·  Delete…

   Yes I was going to type this myself and then I found this. Seems like such an easy fix (though I'm sure it's always more complex than it seems :).

   Also, gender. Just let us add DOB, SS, and Gender when we're adding dependents. Thank you!

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   Jamal Mahmood supported this idea  ·  Jul 21, 2022