My feedback

1 result found

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

   239 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   22 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   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!

   An error occurred while saving the comment
   Mark Dormire commented  ·  Jun 8, 2016  ·  Delete…

   I agree with "Anonymous" comment from 03/22! It would be very helpful to be able to customize the columns of the Accounts sections on the client record page! That way I can see the "Tax Qualified Type" on the first screen and I can tell which account is which without having to drill down into each one! Thanks...

   Save Submitting...
   Mark Dormire supported this idea  ·  Jun 8, 2016