Alert/warning pop up when clicking on client profile, if "caution" is needed
Clients who have big life events/fraud should be handled with care. Some team members may not have the time to "Dig" for a note they don't know is there and may cause more problems.
There should be a feature where a pop up box needs to be read/addressed when entering a client profile so the employee can "use caution" when needed.
Jennifer Wegfahrt
shared this idea
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Jaylene
commented
There should be some type of alert bubble or banner or something that GRABS YOUR ATTENTION of an alert. (could be alerts about anything, family issues, trade restrictions, etc). Just please have an alert banner, or pop-up or bubble that users can bold, or use different colored font, or highlight their text to draw attention to the alert. Currently there is nothing to grab users attention to any warning. I understand the important information "red exclamation point" at the top of the screen. But that red little icon, blends right in with the other red buttons throughout the redtail CRM screens. We need something like a banner across the top of the screen in yellow or something.
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Ethan Klee commented
Yes! We've been talking for years about how the "important info" should have a toggle for "open upon opening contact card" so it either pops up, or expands that area at the TOP of the client card. Heck, it's got a big red circle when we hover, let us choose what color that icon is or something at the bare minimum.