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1. Ability to Re-Organize Menu

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   2 comments  ·  Redtail CRM » Settings & Preferences  ·  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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   Anonymous commented  ·  Jul 21, 2015  ·  Delete…

   Have a user preference for the order is which the items on the left bar appear. The main menu works fine, but when you are in a particular contact and items are under more; advisors probably have a preference of which of those items (or tabs) they use most often,

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   Anonymous supported this idea  ·  Jul 21, 2015