Show whose database you're in..
Please add a feature that shows you which database you are in.
i.e. have the advisor's name on the top of the page to the right of the search contacts bar.
For those of us who need to switch back and forth a lot it's easy to forget which advisor's database you are in. Also if you could make it simpler to switch databases (like a one click switch instead of 3 clicks) that would also be much appreciated!
Trisha Hughes
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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Alana Williams commented
Just listing the Database Name at the top of the ribbon by the search box, so it carries to every screen would be wonderful! I answer phones for 15 clients, which encompasses switching through 10 databases to schedule their client calls. The task is not difficult, but there's nowhere to see what database you are currently in... which is very frustrating, especially since we only allow our clients to use RedTail. :-)
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Caleb
commented
We switch between two databases for two different firms (one local and one virtual/nationwide), it would be great to know at a glance when talking on the phone which company i'm representing at that particular moment.
Right now I have to click the top right and then click switch database to see which one i'm currently in.
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Roxie Kelly
commented
It would be fabulous to be able to have multiple database open at the same time so I can see all advisors schedule across 1 screen
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Trisha Hughes
commented
Instead of 4* clicks