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1. important information should be displayed in a banner across the top of client page

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   3 comments  ·  Redtail CRM » Alerts and Warnings  ·  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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   Jim Hendricks commented  ·  Dec 4, 2019  ·  Delete…

   "Important Information" is virtually useless unless it were to be displayed in a banner. We use "Important Information" so infrequently that we don't think to check it. But, if it were displayed, then we wouldn't help but be able to see it. This update would have my support 100%. A banner similar to one that shows up on client birthdays would be ideal.

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   Jim Hendricks supported this idea  ·  Dec 4, 2019