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1. Add columns to the Accounts Overview page

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   5 comments  ·  Redtail CRM » Know Your Client  ·  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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   Donald Blumberg commented  ·  Jan 8, 2025  ·  Delete…

   New Redtail user migrated over from SmartOffice. Being able to customize visible columns in the accounts overview page is vital. We use different models for accounts and being able to view that quickly is a huge time saver.

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   Donald Blumberg supported this idea  ·  Jan 8, 2025