License Type Database List
The license type database list is incomplete. While adding licenses for advisors, I was unable to add Series 1, Series 22, Series 31, and Series 53. I submitted a ticket to support technology but I was told that this feature is unavailable, and they suggested that I post it as a suggestion.
Anonymous
shared this idea
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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Anonymous
commented
Is it possible to include licenses:
Series 3, Series 53, Series 22, Series 31, Series 62, Series 28, Series 23, Series 10, Series 9, Series 21, Series 25, Series 1
Thanks!
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Anonymous
commented
I would like to be able to add Series 30.
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Anonymous
commented
I need to be able to add a variety of licenses for tracking and CE renewal. Please make this drop-down list customizable, the options listed are not applicable to our firm. Would like to add CFA, CPA, CFP, etc...
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Kimber
commented
Yes please add more options.
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Sue Lubbers
commented
would also be GREAT to be able to alphabetize these ists.
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MS
commented
I suggest adding the ability to create different types of licenses and credentials for contacts (i.e. CFP, CFA etc.). This is currently limited to FINRA licenses only.
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Beth
commented
So you can keep up with all your licenses and their renewals all in one place. Insurance License, CPA, CFP, CEPA, etc. or at least have an other feature that could be customized.
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Ashton
commented
It would be nice to have the ability to include the insurance licenses an advisor has (ex. Life, Health, Long Term Care Insurance) under the Licenses section on their contact page. Perhaps there could even be a section on this page that allows the advisor to put in CE information.