Add a custom field option in Contact Details
I would like to be able to designate the "Relationship Manager" or "Lead Support" in the Contact Details section. Now that the important info page is in know your client, I can't see who they are on the front page.
10
votes
Elizabeth Boehm
shared this idea
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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