add 'Servicing Advisor' or 'Writing Advisor' to Account Level so that we can pull reports based on these two criteria..
when a new contact is entered, there is not an 'Agent' criteria to enter, we use Servicing Advisor and/or Writing Advisor....however, when 'Account' Info comes in, there is no tie between 'Agent Name' or 'Agent Number' and 'Servicing' or 'Writing' Advisor...why could we not tie agent and advisor as one or together so that we can filter or sort 'Contacts' and 'Accounts' the same way...
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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Faith Morales commented
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Anonymous commented
Please make this a feature
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Anonymous commented
This is totally needed. I am trying to pull a report on accounts by status and I need to see who is the advisor so they can follow up.