Include CSA in Contact Details (along side Writing Advisor and Servicing Advisor)
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!
It just seems silly that this isn't already included. Every firm is either having to use UDFs or tag groups to list who the CSA/Assistant is. Help us out and include it in the contact details!
Scott Sirois commented
Add the above mentioned roles alongside Servicing Advisor and Writing Advisor so we are able to assign and identify the complete team responsible for servicing a particular client. Currently we have to use UDF for this and this isn't available or visible in the client contact details.