account udf bulk add
I track RMDs for clients on an account level and a contact level and I have to manually add each account level UDF every January. This should be accomplished by a bulk add. And of course to do that it means that we will need an advanced search for the account level as well as contact level (So I can search for open IRAs and get open IRAs instead of closed IRAs and open something else) which is how the current advanced search works.
Leo O'Connor Jr
shared this idea
More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.
This suggestion is remaining open and can continue to gather votes and comments!
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Jordan Lee
commented
Our team seconds this idea, as it would allow us to bulk add 20+ UDF instead of having to individually add them in which takes about 10-15 minutes since you have to scroll every time you would like to add multiple bulk items.