Our firm uses many different identifiers and categories for each of our client. We are trying to take advantage of the key words function in RedTail and want to inquire if there is an option to have the Keywords displayed at the top of the contact page. When a client calls we would like to have all the client information at the top of the screen so we can have a one stop view for all client calls.
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!