Jeff Brookshire
My feedback
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16 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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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.