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Erin Goodpaster

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  1. customize contact home page template

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    4 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Erin Goodpaster commented  · 

    I would love to see this enhancement as well. This would be helpful in our case specifically because we are using redtail for investment clients, insurance clients, and tax clients. We have added the appropriate "keywords" to each individual contact so that we can run reports to see who is a client of what business, if a contact is a client of all 3, etc. I would like to be able to see the box where the keywords are listed at the very top of the contact home page instead of having to scroll down. Please consider this enhancement.

    Erin Goodpaster supported this idea  · 

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