Kris
My feedback
4 results found
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43 votes
Kris supported this idea ·
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169 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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Kris supported this idea ·
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84 votes
Kris supported this idea ·
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82 votes
An error occurred while saving the comment Kris supported this idea ·
Please, please, please implement this. This is such a basic CRM feature, I'm surprised it's not available. Make it optional, put a checkbox in Important information to "display upon opening client page" or something.