advanced search feature - account balance
on the advanced search fields we can search by portfolio value but not by individual account value. please add that search field.
this allows us to search and find zero balance accounts or any accounts under/over certain values for opportunities.
thank you
grant knox
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
It really makes no sense whatsoever to not include this as a feature. If a link has broken for one client it allows us to quickly see if the issue is impacting others and find a solution.
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Cable Games commented
Three years is too long. Give us an update please!
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Gage Harris commented
Anyone know if this is still in discussion? It's been three years lol
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Sandra
commented
This would be extremely helpful for our office as well to narrow clients with account values greater than or less than a specified amount in addition to identifying zero balance accounts. Please add feature.