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1. Customize Dashboard

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   3 comments  ·  Redtail CRM » Contact Record  ·  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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   Andrea commented  ·  Jul 1, 2021  ·  Delete…

   Hi there - it would be really nice to have the ability to customize the dashboard and add some capabilities. Salesforce.com is great at this. The dashboard section could really be leveraged for advisors for a quick glance at everything that is in red-tail. Birthday this month for clients. Also for example it would be nice to see top 20 clients with AUM and rating. The current account summary dashboard would be good to customize the breakdown of categories...breaking out the held away assets.

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