Hierarchical aggregation of account types
I would like Redtail to adopt a hierarchical methodology to aggregate activity types. This feature would be similar to how Quickbooks rolls up sub accounts into a main account. I am an IAR and thus the list of 43 account types has little use for me as I don't sell any of those products. We could then group them as products and not have to scroll through them every time.
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!