More information in account linking - Not Commpleted
It would be nice to differentiate between account types (product). All I see is a bunch of account numbers, custodian (and clients have same custodian so that's not useful) and one management type. We'd prefer product, registration or ability to pick what we see if there is limited space.
The part below was copied from another user because it was marked as completed but it's definitely not completed. Below is past request:
As it stands, Tailwag only lists the account number when linking to a note, activity, etc. It would be beneficial to provide additional account information when linking these accounts to these times (such as the account company and / or product). Can you please provide the additional information in these drop down boxes to speed up linking? Thank you!
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!
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Chuck Vercellone commented
This has been an issue for years - adding a link to an account when client has multiple accounts is a nightmare - is it an IRA, is it a Roth, is it a BDA IRA, is it a trust account, is it a joint account? Please also show the type and registration name so we know what we are linking.