I'd like to have the option of turning off the financial information entirely from a business relationship contact record
I would like the option of removing the financial information, assets and liabilities, accounts, client reviews etc. from a business relationship contact because it clutters the screen and isn't used at all for this type of contact.
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!