INTERNAL KNOWLEDGE BASE for advisor/staff Just Like the One for Redtail Employees (that is hidden)
In the same way that Redtail has an INTERNAL KNOWLEDGE BASE (like the one that the advisor does not see).
I would like to have the same feature for the advisor to have our own ADVISOR INTERNAL KNOWLEDGE BASE. It would be for our own internal office knowledge, such as the following categories.
LONG TERM CARE
and since you already have a box there for this purpose, it would just simply be another box for the advisor like the internal one for your employees. You have "bragging rights" since I am not aware of any other CRM that offers this.
Thanks, Cain Leonard