Contact List more organized
One suggestion to make the contact list a little more appealing
would be to have a client and then have the "+" next to their name
which could allow to expand on that client and see the family members
(spouse, children, etc) without having all of them on the list with
other clients. I feel that having someone's spouse or child
information just clutters the main goal of the contact list. I just
feel this would be more appealing and useful in my own opinion. And of
course when you do not need the family info, you can click the "-"
and collapse the expanded indented view of that one particular client.
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!