Add a client fee section to the client profile to I know what I am charging them
Adding a client fee and estimated annual revenue section to the client profile would be very helpful so I can quickly reference what the client is getting charged as well as pull a report for how many clients I am charging 1% and how many clients I am charging 0.5% or pull a total projected revenue report etc.
45
votes
Kurt Altrichter
shared this idea
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!