Create a new item called Lists
Create a new type of "task" called Lists that would show up in the left side menu (and dashboard). Could be used to make various lists of clients that all need to be tracked in a similar fashion. It is a pre-activity step. Our advisors would like this so they can keep it separate from activities. Example: list of clients whose accounts need to be re-allocated according to market prices. Not something that can be scheduled.
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!