Contact overview/Summary Always Visible on the main Contact page
The main Contact page needs a section that does NOT require CLICKS OR SCROLLS for PERMANENT comments/ summary/ information for a contact. Ultimately we have been using the "important information !” button, but it is easily missed by users if they don’t click on the “!”. I think the header would be a perfect place for it as there is plenty of room. Obviously the section could be toggled on/off in the user options. The "Notes" section is nice, but not always visible. My biggest complaint with Redtail is the number of clicks necessary to get client information. - OR - Simply expand the "!" button when there is information present to show the content with an expand button for excessive content? (it currently darkens the "!" as an indicator)...too many clicks in redtail.
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!