Ability to Re-Organize Menu
It would be great to be able to re-organize the menu list on the left side. Especially when we are in a contact to be able to organize them by our most used tabs would be convenient.
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!
Have a user preference for the order is which the items on the left bar appear. The main menu works fine, but when you are in a particular contact and items are under more; advisors probably have a preference of which of those items (or tabs) they use most often,