Account UDFs Group Packages
For certain types of accounts (Variable Annuity, IRAs, Managed Accounts, etc.) it would really help administratively if you could select a certain Account UDF package.
This could be designed by the admin on the account, and whenever a new account is added for data entry, the admin assistant could select the proper group package for ALL appropriate UDFs to be loaded into the type of the account.
This would help the users to make sure the appropriate information is being added to the accounts so that when it comes time to service the client account, the information needed should be there.
As it sits currently on 04/19/2017, you may select individual Account UDFs to the account, but they may not all apply.
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!