important information should be displayed in a banner across the top of client page
i.e. we have a client who is suspicious of the internet and does not want his information in any emails. We frequently communicate with clients that way so we really need a big red warning "DON"T EMAIL" right under his name
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!
Jim Hendricks commented
"Important Information" is virtually useless unless it were to be displayed in a banner. We use "Important Information" so infrequently that we don't think to check it. But, if it were displayed, then we wouldn't help but be able to see it. This update would have my support 100%. A banner similar to one that shows up on client birthdays would be ideal.
Agreed - a scrolling banner with the info would be helpful on the page, near the name
Yes!!! or at least have that information pop up if you scroll over the exclamation point instead of having to go into it to view. This section is a great place for information, but I want to see it quickly and easily when a client calls and I have their profile pulled up.