Account Information all on one screen
At the top of an account, when you click into it, It would be nice to see all of the information entered in the Edit Account Form up there, like that the account is managed or discretionary, the product, etc.
Also, on the pull down next to the account numner, it currently has the value, company, and account number. The account type should be added in there so it is clear which account we are navigating to.
6
votes
Leo O'Connor Jr
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!