Add option for hiding closed accounts.
Currently, we can filter to hide family accounts, and non-primary joint accounts. We also have the option of hiding all accounts, but it would be very helpful to be able to hide closed accounts-only.
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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Matthew Brown commented
It would be incredibly helpful if there's a setting that allows you to suppress the closed account section, instead of having to manually do it yourself every time.
Makes things more difficult if there's a client with an extensive relationship and has numerous open and closed accounts. Please fix.
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Traci commented
If the account is closed. it is CLOSED. We should not have to supress the closed accounts listed everytime the page refreshes or everytime we go into the account record.. it is bad enough you put all the accounts in one place (insurance, investments, held away, etc.) with no option to sort but you also have no option to not view closed accounts! Please visit this situation asap!