allow grouping of client birthdays by representative, etc. to be saved.
Why can't we save our preferences for grouping client birthdays by serving or writing rep, etc.? And for that matter, I'd love it if you'd bring back the option from earlier versions that allowed us to add upcoming birthdays to the home page along with activities, etc. Thanks,
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!