closed accounts default status
Closed accounts should default to not being included in account graphs (accounts tab), reports, or any other search as they are, by definition, closed and no longer relevant. Perhaps add an option to manually include closed accounts if information is needed but they shouldn't be showing up by default.
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!
-
Emma Storen commented
At the very least there should be an option to filter by account status in the account graph under accounts tab.
At least in reports and advanced searches you can manually filter out closed accounts