Peggy
My feedback
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36 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!
An error occurred while saving the comment Peggy
supported this idea
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1,973 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!
Peggy
supported this idea
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Please, please change this inefficiency on your program. Why go back and have to add it later.
My assistant and I just had this conversation. I am glancing at notes and want to see the account number it relates to on the bottom right of the note.