Changing a UDF takes too many clicks
When a UDF is assigned to a contact and I want to change the value, it takes 5 clicks. Instead of having to click "edit" on the blue-arrow menu next to the UDF name, why not just be able to change the value right there on that screen?
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!
Bruce Wing commented
Agree. The fields should automatically load. We can "edit" the fields when we get there.