It would be nice to be able to have a phonebook tab that you can access on any screen when your in a contact. Something that allows for you to search for a contact and then displays certain selected information in that tab without having to jump out of the account. A lot of times I'm on the phone with a product company and they need a reps SSN and I have to jump out of that contact then back into it. Or I'll notice I need a phone number that's in a vendor contact and have to jump out of that account to grab that number then back into the client contact. This would save a lot of time!
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!