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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!
An error occurred while saving the commentLindsey commented
As a Financial Advisor we need to be able to capture these fields. We use Redtail because we can store all information per client in one place, but the inability to retrieve it in bulk is unhelpful. Thank you.Lindsey supported this idea ·