Contact Record Opportunities
It would be nice if you were able to tell that a client was associated with an opportunity from their main contact landing page. It would alleviate the necessity to pull up the opportunities sub-tab under each contact individually.
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!
Valuable to have opportunity "type" visible on the main opportunity page.
Any indication on a contact's dashboard that there is an identified opportunity would be great.