On the Contacts page, it shows columns of info: Name, Status, Category, Source and Type. Add option to view Portfolio Balance
On the Contacts page, it shows columns of info: Name, Status, Category, Source and Type. Add option to view Portfolio Balance.
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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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Anonymous commented
great idea please do it.
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Anonymous commented
very good idea we need to see values asap when we look at clinets.