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1. Enable user defined fields to have a customizable order

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   6 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

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   Diana Davis commented  ·  December 16, 2015  ·  Delete…

   We have several UDFs we use for client accounts. It would be nice to sort/re-order the UDFs, depending on what the advisor wants for a particular client. Perhaps a click-and-drag or up-and-down arrows to move the order of the UDFs. Not necessarily alphabetical. At the moment the only way to rearrange the UDFs is to delete them all and re-enter them.

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   Diana Davis supported this idea  ·  December 16, 2015