Contact Name in Open Tab
When a contact is open in an internet tab, it would be nice to add the name to the open tab(s) since I flip back and forth between different contacts and I know I am not the only one that works off of multiple tabs.
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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Jacob commented
This would be incredibly helpful. In my old CRM we were able to open multiple tabs in the same webpage and that was more ideal because we didn't have to wait for the new tab to load up, but this would effectively accomplish the same thing with probably less work on your guys' end. Please consider it soon, our busiest time of the year is fast approaching (October 15-December 7) and this would help us tremendously
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Tom M. commented
We would like this feature as well. I know one big advantage of Redtail is having multiple tabs open for separate clients, as well as separate users. I know that our other assistant does the same thing. It would be very helpful to have the client name (or whatever page it is) visible in the browser tab. At the moment I have 5 Redtail tabs open in a separate window.