Show Contact Details on all pages
Right now, the "Contact Details" section only shows on the client overview page. Having access to this information on other pages (like the "Contact Card") is extremely important. It is a hassle to have to return to the overview page just to retrieve a Date of Birth or Tax ID. It would be so much easier to display this on every page, including the pages for each individual account. When talking with an insurance company while viewing the clients policy details, we need access to this information. It should be displayed under the contact card, just like it is on the overview page.
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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Suzanne Rodriguez commented
I agree! Sometimes when I have to call a vendor, I have the account screen up so I have the account # handy, then they ask for the social, so I have to go back to the main page again. It would really be nice to have it show on the accounts page as well.