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Susan Conley

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3 results found

  1. Link Beneficiary to Contact Record

    9 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Susan Conley shared this idea  · 

  2. add a designated beneficiary area for beneficiary information.

    121 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Susan Conley supported this idea  · 

  3. beneficiary data

    20 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Susan Conley supported this idea  · 

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