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This 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!Anonymous shared this idea ·
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!
An error occurred while saving the commentAnonymous commented
It would be great if you could create a Line of Business field for us to segment by line, e.g., annuity, managed account, life insurance, etc.Anonymous supported this idea ·