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1. Trying to add a linked account to an activity

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   1 comment  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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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   George commented  ·  Nov 11, 2020  ·  Delete…

   I agree it is difficult when trying to pick the correct account.

   Perhaps it would be easier if the "type" of account was known. For example, IRA, or NQ, or Roth. Not just merely the institution and account number. Many of my clients have multiple TD Ameritrade accounts, and I do not know by just the account number which is which.

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   George supported this idea  ·  Nov 11, 2020