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1. Customize the Contacts' Sidebar

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   1 comment  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Clayton Winkler commented  ·  Dec 31, 2025  ·  Delete…

   We use Workflows the most for Contacts. By default, it shows at the bottom of the Contact's Sublist. It would be extremely helpful every day using to have control to move a Sublist item higher to speed the process of getting where we want to go.

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   Clayton Winkler supported this idea  ·  Dec 31, 2025