Show only "Open" accounts within "Accounts by Type"
This is in regards to “account by type” totals which can be viewed by clinking the “AUM” box within the “Today” page. From there, go to “account by type” box and change to list form vs the chart. At this time, these category totals both "open" and "closed" accounts. The request would be to only included "Open" accounts. If the user would like to see the total "accounts by type", using the filter and creating an excel spreadsheet would be an option. Currently, this excel option is the only option to use to find how many accounts are "open" in a specific category. Having the ability to quickly open up a link with the CRM, that shows the user how many "open" accounts by "account by type" would be much better then the current format the generates total numbers for both "open" and "closed" accounts. For a firm that has been in practice for over 30 years, there are just as many "closed" accounts as "open" accounts.
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!