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
I agree. I need to see what contracts have been paid, but have not been delivered. It would be great if we could add custom statuses to accounts.
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Brad commented
Please Add More Options or include it in Manage Database Lits . I have seen specifics requested. Myself, I have had some life insurance applications get declined and need to have 'Decline' as an Account Status because it does not fit any others.
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Brad commented
Add Decline please
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ana pena commented
To be able to add Account statuses like decline or canceled..
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Daniel N. commented
Under a client's account in status please make this drop down have more options or add options under the status. For Instance adding changed broker instead of just open, closed and under review
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Suzanne Rodriguez commented
If you go to "manage your accounts" there is a dropdown to "manage database lists". you can add as many status', categories, whatever you want to these lists and have them for future contacts.
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Anonymous commented
Adding to the status drop down list when editing accounts. i.e. adding annuitized to the drop down list
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danielle commented
Allow users to customize the account status. I need to add Pending - TOA, Pending - Invest, basically, a bunch of other Pendings.