Unlinked accounts
I am SO excited that you brought back feed details!!!! Thank you for that. NOW, we just need to be able to edit right from the unlinked account screen instead of just linking to an account. You are almost there!!!!!!
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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Suzanne Rodriguez commented
Wow, this is old and I didnt even remember doing this one. From what I remember with the Classic RT, in the unlinked accounts section, we used to be able to right click on the account and click on edit right there (it would go right to the client record from unlinked accounts). I guess it's not that important anymore since I've created a work around that seems to be working well.