Include account type when linking the account number to an activity
Include account type when linking the account number to an activity. For example, we don't know if the account is an IRA, Roth, etc. Please add in Redtail.
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Chuck Vercellone commented
This has been an issue for years - adding a link to an account when client has multiple accounts is a nightmare - is it an IRA, is it a Roth, is it a BDA IRA, is it a trust account, is it a joint account? Please also show the type and registration name so we know what we are linking.