add a new status
In addition to OPEN< CLOSED, etc add Refused Offer
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
under the client account you have 3 options 1-pending 2- under review and 3 closed. is it possible to have a 4th like internal transfer. or other. my reasoning for this suggestions is when you run reports it will not appear to have so many closed accounts when in reality those accounts were combined or and internal transfer to another type of product.!!!!!!
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Anonymous commented
Ideally I should be able to add any status I want... I don't like refused offer but Not taken works for my firm...we really should be able to customize this
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Anonymous commented
I would like to see annuitized added as an account status. If i were to pull up the account it is no longer open and yet they did not close the account. ANNUITIZED would definitely tell me that my client is receiving payments for a specified period.
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Mark Roberts commented
Also add "Withdrawn" as an Account Status option.
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Anonymous commented
Please add ANNUITIZED to drop-down menu for Account Status.
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Anonymous commented
As I read through the list of requests for ACCOUNT STATUS, is it possible to make this a drop-down list we can customize?
Everyone is using this database similarly, but we all run our businesses with a different emphasis.
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JOE ROBERTS, SR commented
Along with adding "Denied" add another status: Refused Offer
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JOE ROBERTS, SR commented
ADD an additional status involving insurance Add "DENIED"
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Anonymous commented
For Life insurance accounts we need more options after pending . not taken, declined would be great additions
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Mark Roberts commented
Adding an additional Account Status of "Withdrawn" would be helpful. Current list does not include option for a pending account that was withdrawn by the agency and/or client before it was Open.
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Carli Rege commented
I think including it in Manage Database Lists would be perfect since everyone has their own ways of wording things.
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Suzanne commented
go to "manage your account" and click on status in the right hand column. there is an "add" button where you can add your own statuses. that has been there forever.
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Cory Carlton commented
As many have referenced, having more options for account status would be helpful. Adding inforce, declined, not taken, cancelled, approved would be very helpful.
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Anonymous commented
You could simply add the ability for us to customize the drop down list similar to how we are able to create custom client statuses.
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Michael Marquis commented
Add the options Terminated and Lapsed to the existing list under account status's
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Jill Boocock commented
We have stages of process with insurance policies. We would like to designate that a policy has been placed because "open" and "closed" mean different things. It would be even better if we could add our own status options, just as you can with client categories.
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Drew Wilson commented
I would consider an account "Under Review" for a variety of options, but a separate one for "Claims Pending" would be great to have so we have better records rather than everything falls under "Under Review" "Pending" or "Closed". Pending is great for accounts that are going through underwriting or waiting for funds to become in-force or funded. "Closed" is great for accounts that have lapsed, been cancelled, closed, etc. "Under Review" is great for accounts you a considering or replacing with another and waiting for the other policy to become inforce or be funded.
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Anonymous commented
Employer market accounts need to know when an account is "active" meaning that regular contributions are being made, or "paid-up" meaning that the employee is no longer making contributions. Would be nice to have Paid-Up as an account status.
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Anonymous commented
add another term in the account status field. We sell insurance and I would like the status of "in force
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JOE ROBERTS, SR commented
re Accounts expand option from current OPEN, CLOSED, PENDING, UNDER REVIEW to in place of closed, e.g DENIED, LAPSED, CANCELLED, consolidate PENDING & UNDER REVIEW.