unlinked accounts
I'd like to see a column on the unlinked account screen that shows Rep # or Rep Name. This would be very useful for new employees who do not know the names of the clients and what rep they belong to. This will enable them to link accounts to the correct client for their particular Rep.
5
votes
Mary
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!