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1. Client's name at the very top of all notes, tasks, activities

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   6 comments  ·  Redtail CRM » Accounts  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

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   Anonymous commented  ·  March 18, 2016  ·  Delete…

   AMEN!!!

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   Anonymous commented  ·  March 17, 2016  ·  Delete…

   When you are in an area such as the task window it would be wonderful if the contacts name were in bold and at the top of whatever page you are working in.

   Also, the client contact information should always be shown on every work screen.

   Those are some of the reasons that Redtail is much more cumbersome to work in than Redtail.

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   Anonymous supported this idea  ·  March 17, 2016
   Anonymous shared this idea  ·  March 02, 2016