Marc Pitts
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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An error occurred while saving the comment Marc Pitts
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1,345 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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An error occurred while saving the comment Marc Pitts
commented
I completely agree! The membership section is too hard to access. I would love to be able to see the whole family tree easily without messing up my ability to treat extended family and adult children as independent households.
Marc Pitts
supported this idea
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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.