Compliance Field - Termination Reason
There should be another field for "Termination Reason" to go along with the "Client Termination Date". During most regulatory exams, the regulators will ask for a list of current clients, terminated clients, and the reason for termination. This would make our lives much easier to simply be able to export the reason for termination as another field.
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!