Hide contact records that belong to former clients who have closed all accounts
Currently, all contact records are pushed to Redtail CRM even after the client is no longer with your firm. That means that advisors must constantly see the names of clients who have unfortunately either closed all their accounts, moved to another firm, or passed away. All these closed-account and deceased contact records really clog up the contact list. I would like to be able to permanently hide these entries.
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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Jeff Brookshire commented
Hi, I have been a redtail user for almost 20 years now. Over that time I have had an advisor Join our office and leave our office as a result the majority of my "contacts" are inactive. The inability to mark a contact "closed" or "inactive" as our database is set up causes the data redtail generates to be overwhelming based on "closed" contacts which means it is useless. In my database there are 1500 contacts of which only 300 are active. None of the "inactive" clients should populate the various data points unless I want them to.
To continue this theme, none of my vendors or centers of influence should populate the data dashboards.
Additionally, there should be a date field to document the date it was marked inactive. A final feature would then be to request how long I want to keep the record before it is deleted, for my firms requirements it would be 6 years.
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Ellie Haylund commented
I find this particularly important when it comes to contact filtering and reporting. It is very tedious to always have to add a filter/perform an extra step to sift out my Closed clients. I would love it if there was the option to opt out of including them by default (perhaps a toggle). This would save a ton of hassle and avoid accidentally lumping in irrelevant contacts when gathering data.
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Marc Pitts commented
I know that you can "filter" out the contacts that you don't want included in certain tasks. However, I think it is still annoying that Redtail has a record of these individuals. I know that it's not possible to delete these contacts because of the way that client data flows from the financial firm to Redtail. I guess I can still dream about a more simplified user experience in the meantime.
I should clarify that this issue affects users associated with LPL Financial. Although, it might also affect people who work for other financial firms.