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.
63
votes
Matt
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!
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Anonymous
commented
Valuable to have opportunity "type" visible on the main opportunity page.
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Aliana
commented
Any indication on a contact's dashboard that there is an identified opportunity would be great.