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1. I would like to see the acct issue date from the accts page.

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

   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!

   Kelly Leister supported this idea  ·  October 09, 2020
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   Kelly Leister commented  ·  October 09, 2020  ·  Delete…

   Yes! Please add account issue date on contacts main accounts page. This is very important information that's needed to have at your fingertips without having to click through individual accounts. For example: when a contact calls in for a review or appointment you need to see those dates quickly to ensure you are scheduling them at an appropriate time.

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