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Jason M

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  1. 841 votes
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    Jason M supported this idea  · 
  2. 910 votes
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    Jason M commented  · 

    I am unable to export personal interests, keywords, health information, etc from the MISC CLIENT INFO section of KNOW YOUR CLIENT using a custom export template.

    Jason M supported this idea  · 
  3. 155 votes
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    Jason M supported this idea  · 
  4. 130 votes
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    Jason M supported this idea  · 
  5. 623 votes
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    24 comments  ·  Redtail CRM » Email  ·  Admin →
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    Jason M supported this idea  · 
  6. 1,342 votes
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    Jason M supported this idea  · 
  7. 276 votes
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    Jason M supported this idea  · 
  8. 182 votes
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    Jason M commented  · 

    Please fix this! Super frustrating.

    Jason M supported this idea  · 
  9. 765 votes
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    Jason M commented  · 

    Please fix this immediately! This is something I do hundreds of times a day and is now absurdly time consuming.

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