Ability to sort/move contact info sections
Please add the ability to personalize the order of the sections under a contact record. Currently, the order is:
Contact Name
Accounts
Activities
Documents
Etc.
At least half of these are unused by our company. It would be really nice if each user, or even the company admin, could arrange these so that the most used sections are at the top.
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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Ajg commented
THIS. By default all sections should be collapsed with the ability to expand them. Also the ability to re-order the sections in the "Add Contact" form would save a ton of time. We only use like 3 sections of the new contact form, and the majority of the ones we don't use are right in the middle so I have to scroll down for ages to get to the fields I actually use.
Custom contact creation templates as well as display templates would be very helpful.