Riskalyze on frist page of contact record
Is is possible to move the client's risk number to the main contact page? For those of us that pay for this product, it would be nice to not have it burried in "accounts", the burried in the riskalyze logo. If you are going to have an integration with Riskalyze, and a tight one as it appears from all the joint webinars, this should be a feature that should be front and center in a location advisors can use. No one goes to page 2 of a google search, this should be no different
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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Anonymous commented
Yes please to this! This drives our advisor crazy that he can't easily view a client's risk #. We're still new to RT and we honestly thought the integration wasn't working at first because we couldn't see where the information was showing up on the client's contact page! Should be somewhere right at the top and always visible.