customize contact field
Would like to be able to have custom field in client record. I would like to be able to search and run reports based upon this field. i.e how often client wants communication. If monthly, be able to run a monthly report of upcoming phone calls and monthly call of monthly meetings.
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!