professional contact
On the Contact Page, you have provided a window with quick access to the Know Your Client Info, but it's missing one choice. You have Client Review, Financials, Important Info, Misc Client Info. Next it should say Professional and you'd be able to access this quickly from the primary contact page.
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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Bryan S commented
On the Contact Page, you have provided a window with quick access to the Know Your Client Info, but it's missing one choice. You have Client Review, Financials, Important Info, Misc Client Info. Next it should say Professional and you'd be able to access this quickly from the primary contact page.