Reformat the Contact Card to Allow Cutomization
Add ability to click and drag sections to rearrange how they are positioned on the contact card (tailor to user preference); also add ability to save contact card layout template
For example: Would like to have UDF's show at the top of the page when on a contact card instead of having to scroll to the bottom and have a skinnier note section that scrolls on the right versus left.
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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Anonymous commented
Please do this! The old Version on RedTail had the Keyword/Tags in the Contact details card. It is now more difficult to know something specific about the client, it used to be at a glance, now it takes extra searching to know if a client has an auto withdrawal or if the trust beneficiary should not know anything about their account.
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Cheryl commented
I agree with being able to customize the order on the Contact Card. For example, if I have entered two different phone numbers and later add another one, it will be the last one on the list. If I want it to be first, I have to delete and re-enter the other numbers. I would like to be able to rearrange the order of those fields without having to start from scratch.