Duplicate account number report - please
You recently added a "Contacts by Duplicate Name" report and this is a great help - well played!
Another tremendous help would be an "Accounts by Duplicate Number" report based on all of the issues that firms must handle with the automated account feeds.
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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Susan Kay Smith commented
I would appreciate the ability to combine duplicate account numbers like we can merge duplicate contact records. Somehow I have multiple new accounts showing up!
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Carin Dixon commented
This would be a huge help! Recently, we noticed that our AUM total showing in Redtail was way off - by several million dollars. We realized that some Clientworks (LPL) accounts were duplicated in several contact records but it was difficult to discover which records were affected. Running a Duplicate Accounts report would have helped tremendously!!
Along these same lines...one thing we tried to do was to run reports for "Linked Accounts" and "Unlinked Accounts" because one of the duplicates would show as "Linked to LPL" and the other was not linked. But when we did that, none of the LPL accounts showed up on the "Linked Accounts" report, even though they show "Linked" in the contact's Accounts. Can this be fixed??