Add "Referrer email" field under already existing "Referred by" Field or allow for a UDF of choice in Contact Details
Currently if I wanted to send the referrer an email, I would have to:
1. go to another contact and find email there
2. Create a UDF which takes several clicks to get to and is in a different section
It would be great to either:
1. Allow user to add a field of their choice under "Contact Details" or
2. Redtail to add "Referrer email" right under the already existing "Referred by" field
This would allow for an email to referrer with just one click and easy to find
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!