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1. Accounts should show the Title: Eg. John Paul and Sue Johns Joint TOD

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   22 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

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   Anonymous commented  ·  Mar 22, 2016  ·  Delete…

   account title should show on every screen for quick reference. we have some clients with mutliple IRA's, Trusts, estate accts, etc. right now, we can tell what account is which on any account screen. it is very burdensome to drill down just to see an account title,then go back to first screen, then drill down again, etc. etc.

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   Anonymous supported this idea  ·  Mar 22, 2016