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 commentBill commented
When you first click "Contacts" the following columns are available: NAME, STATUS, CATEGORY, SOURCE, TYPE, SERVICING ADVISOR, and WRITING ADVISOR.
You need to add more columns to be able to select from such as TAX ID, CLIENT SINCE, STATE, MARITAL STATUS, NET WORTH, etc. We need way more flexibility to work with the data on that screen.Bill supported this idea ·