contact page layout
I just think you're wasting so much space on this page. Too much clicking to see data that I need. Think about what data points an FA would most likely want to see on a contact and display that right away. Hint: spouse, kids, topics in common/points of interest. These are conversation starters.
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Anonymous
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Anonymous
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yes the ability to move it around/customize your layout would be very beneficial. (example in a contact I would like to not have to scroll to see UDF)