michelle.machiri

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  1. 172 votes
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    11 comments  ·  CRM » Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
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    michelle.machiri commented  · 

    Advanced Search - Add Contact Primary Phone

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    michelle.machiri commented  · 

    Please add this in advanced search

  2. 618 votes
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    29 comments  ·  CRM » Family  ·  Flag idea as inappropriate…  ·  Admin →
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    michelle.machiri commented  · 

    when adding a contact, if i also add a spouse and then choose to apply permissions, the spouse should also have those permissions applied to their record.

  3. 26 votes
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    4 comments  ·  CRM » Timeline  ·  Flag idea as inappropriate…  ·  Admin →
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    michelle.machiri commented  · 

    I’m wondering why the Contact’s name doesn’t appear next to the changes, additions, etc. on the Today’s Overview Timeline? As the individual who maintains all contacts and information in Redtail, it would be nice to know which contact has been “edited” by a different user.

  4. 196 votes
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    29 comments  ·  CRM » Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
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    michelle.machiri commented  · 

    It prints out landscape, we want portrait, there is no option to change this.

  5. 194 votes
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    20 comments  ·  CRM » Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
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    michelle.machiri commented  · 

    Thank you for clarifying this request.

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    michelle.machiri commented  · 

    WAG-2874

  6. 30 votes
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    2 comments  ·  CRM » Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
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    michelle.machiri commented  · 

    WAG-2531

  7. 65 votes
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    4 comments  ·  CRM » Automations  ·  Flag idea as inappropriate…  ·  Admin →
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    michelle.machiri commented  · 

    WAG-2445

  8. 1,111 votes
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    65 comments  ·  CRM » Family  ·  Flag idea as inappropriate…  ·  Admin →

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