notes
When enterring a note there is a section that allows you to link an account. That is great, but it only lists the custodian and account number. It would be helpful if the title of the account was listed their. We generally do remember account numbers and go from account titles. We noticed that their is no place to put an account title on an imported account. We solved this by placing the account title in the "product" section of the note.
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Sandra commented
This would be helpful when looking at an activity and being able to quickly see what type of account is linked. For instance, if you have "John Doe Roth" as the account title. If both John Doe and another contact were connected to the activity, you could easily see who's account and what type of account was linked.