Client's name at the very top of all notes, tasks, activities
The client's name should appear in BOLD at the top of all work pages. i.e. at the top of all notes, tasks, reports, activities, etc.
Now you have to look up, down, and sideways to find the client identification. Also, tasks should be "assigned to" and not "attending".
"Attending" makes no sense.
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!
Glen in Canada commented
Jackie A commented
Yes!! I would also so if their phone number appeared too!
When you are in an area such as the task window it would be wonderful if the contacts name were in bold and at the top of whatever page you are working in.
Also, the client contact information should always be shown on every work screen.
Those are some of the reasons that Redtail is much more cumbersome to work in than Redtail.
yes yes yes!
John G commented
I would also like to see the client name appear on the notes that were added to a linked activity.