My feedback

1 result found

1. Ability to Re-Organize Menu

   38 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   2 comments  ·  Redtail CRM » Settings & Preferences  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   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!

   An error occurred while saving the comment
   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,

   Save Submitting...
   Anonymous supported this idea  ·  Jul 21, 2015