Jacob
My feedback
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111 votesJacob
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61 votes
An error occurred while saving the comment Jacob
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110 votesJacob
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An error occurred while saving the comment Jacob
commented
We can already do this, however, you actually have to enter the search to do it. What would be helpful would be if the search options showed up in the drop down preview like they do when you are searching for a legal name.
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50 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
Jacob
supported this idea
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Yes! I would love being able to add boxes for items found on the left like "memberships" and "accounts" to the main page.
Being able to resize/reorganize the current boxes (workflow tasks, contact details, contact card) at the very least would be great.
Alternatively or even additionally, the option to add items to the "Keywords & Tags, UDFs, Financials, Important information, Misc Client Info" box down there would achieve a similar effect.
I'd love to see the "Past Due and Next 30, Latest Notes, Add Note" box include more options there as well, modeled after the "Keywords & Tags, UDFs, Financials, Important information, Misc Client Info" box. The way that you can click through those different options without loading a whole new page is incredibly handy.