Custom View
I would like to be able to customize the Account and Contact views to remove data sections that our firm does not use. This would allow our users to find information much more quickly without scrolling through the same areas over and over that we will never use.
9
votes
Barry Brauchi
shared this idea
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!