Important Information
This box houses tons of "important" client info. But the edit box that opens up is too small. Please make the edit box the same size as the Impt Info non-editing box. Additionally, we need a print option for this. It seems like unnecessary steps to make us copy and paste the info to a word document just to print this... There are already too many clicks to navigate through Tailwag.
Anonymous
shared this idea
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!
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Ty Reid
commented
I would love to be able to pull a Report of "important information" that also shows the contact to whom the information belongs.
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Anonymous
commented
One of the things I liked best about Redtail was that I would see the "Important Information as soon as I went to a Client's record. Now I have to click on something, and I don't even know if I have anything entered there until I open it up. Please put important info visible from the client record without an additional click.
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Anonymous
commented
Also, make the Important Information icon in the upper right on a contact's page a VERY different color or fill in the icon with a solid color -- somehow flag it more noticeably when there is actual information there.