Marylinn
My feedback
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52 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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A WORK-A-ROUND FIX: We have a colleague in the industry that gave us a tip, to be able to put important info that we want to visually see immediately (w/out clicking the Red!) AND NOT HAVE IT CREATE A RECORD, Instead of typing it in the Employer Field - Type it in the JOB TITLE field. It won't make a record, and you can still see what you are hoping to see. Hope this helps others, like it helped us. And hopefully Redtail can soon have a (Viewable) Important Info Tab in that blank space on the white bar soon.