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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 commentAnonymous commented
Add a timekeeper to the contact page that allows us to easily track how much time we spend working with a client. This would serve for advisors to better understand their profitability per client as well as be able to produce the total amount of time spent working on/with a client for a given timeframeAnonymous supported this idea ·