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David Foster

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  1. Linked Accounts for Activity customizable information

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    3 comments  ·  Redtail CRM » Activities  ·  Admin →
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    David Foster commented  · 

    This is an extremely important update to make. The way you have the program right now, listing accounts by number and custodian when attempting to link to an activity, makes the functionality virtually useless. Anyone who actually worked as an Advisor would have realized this immediately and changed it.

    Also, this is not one of those Billy does it this way but Bobby does it that way sort of enhancements. You simply have it done right now in a way that makes it unusable for almost everyone.

    Your real problem is that there is no field with an account to put the account name. Instead Advisors use the "product" field to enter things like "Bob Smith IRA" or "Bob and Jane Joint Account"

    You need to either make an account name field and have that show up on the drop down that links to activities and notes, or you need to allow the product field to show up in that drop down menu.

    David Foster supported this idea  · 

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