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1. Add wording for "Primary" and "Secondary" advisor or make "Servicing" and "Writing Advisor" editable.

   38 votes

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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!

   Morgan Wickline supported this idea  ·  January 07, 2022

2. Customize contact details. Instead of having the servicing and writing advisors to be able to have the "roles" like advisor, associate a

   6 votes

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   Morgan Wickline shared this idea  ·  January 07, 2022

3. Contact Details - custom field

   16 votes

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   Morgan Wickline supported this idea  ·  January 07, 2022

4. Important Client Information on contact card or contact details (main page)

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   Morgan Wickline supported this idea  ·  January 07, 2022