When clicking on Contacts.... We have a limited number of view options: Name, Status, Category, Source, Type, SrvAdvisor, WrtAdvisor.
It would be nice to be able to change those preferences as to allow for a quicker view.and customization.
For example: a UDF Field, a phone number, an email, etc.
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!