Jenny Meyer
My feedback
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53 votesJenny Meyer supported this idea ·
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72 votes
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!
Jenny Meyer supported this idea ·
Can this be added to the first level as well. I have multiple advisors that I support and all their client documents are in Redtail Imaging. Would like to know which client belongs to which advisor.
Be nice to add more than one color option since some clients are shared.