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1. Enable user defined fields to have a customizable order

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   6 comments  ·  Redtail CRM » Contact Record  ·  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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   Meredith Miner commented  ·  Nov 2, 2017  ·  Delete…

   Agree - the ability to sort and categorize the UDF's would be extremely beneficial. Also, the ability for the sorting to remain in place when printing the report in PDF would be ideal. Currently the UDF's revet back to Redtail's default settings when printing to PDF.

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   Meredith Miner supported this idea  ·  Nov 2, 2017