advanced search columns
Allow for different columns in the advanced search results section such as phone number, account balance DOB etc.
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!
The column headings on every screen should be customizable, sizeable, AND sort-able.
When you first click "Contacts" the following columns are available: NAME, STATUS, CATEGORY, SOURCE, TYPE, SERVICING ADVISOR, and WRITING ADVISOR.
You need to add more columns to be able to select from such as TAX ID, CLIENT SINCE, STATE, MARITAL STATUS, NET WORTH, etc. We need way more flexibility to work with the data on that screen.
When searching contacts, give us the option to set which columns we would like to automatically populate.