Linda Forman
My feedback
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97 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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31 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!
Linda Forman
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There used to be sections under the Accounts tab that you could add that information, it is all gone now. I have insurance clients that we added "accounts" for their medical, dental, life insurance policies and all the insurance related information is gone now. Put it back!