Add tab for "Professional" on main Contact record
On a client's main Contact record, below the Activities and Notes, there is a section with tabs for Keywords & Tags, UDFs, Finacials, etc. This section should include the Professional section, but it does not. To access the Professional section, you have to click into Know Your Client, then Professional.
Please add a tab for the Professional section on the main page, next to all the other sections.
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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Laurence commented
Since this is where earned income is input, adding this along side the Tags, UDF, Financials, etc. on the main contact page would resolve those active requests too.
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Sue-Ellen commented
Another simple fix that makes life easier. Please include in the next update.