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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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   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...

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   Mark Dormire supported this idea  ·  Jun 8, 2016