Option to collapse or close unnecessary windows
We understand that RedTail tailors to a wide variety of financial profession, and as such there are many options for data recording and entry. Please give us the option to either collapse, hide, minimize, or close windows that do not apply to our needs. For example: we are not a brokerage firm yet we have five HUGE windows on our client accounts page that take up TOO much room and make it difficult to navigate the page to find the information we actually need.
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!