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.
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An error occurred while saving the comment Peggy
supported this idea
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1,963 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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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.