Teresa S
My feedback
7 results found
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219 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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An error occurred while saving the comment Teresa S supported this idea · -
45 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Teresa S supported this idea ·An error occurred while saving the comment Teresa S commentedI would love to be able to bulk delete a UDF. I updated a UDF for the field options and need would like to bulk delete the original one.
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32 votes
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
Teresa S supported this idea ·An error occurred while saving the comment Teresa S commentedThe report is also not picking up work email or website (Social Media) information. I'd also like to know where to add business type to populate that field as well. (i.e. Financial Services or Healthcare)
An error occurred while saving the comment Teresa S commentedI updated the membership status of a contact to add the client's child. When I ran the Personal Profile form report, it did not populate with that information.
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462 votes
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An error occurred while saving the comment Teresa S commentedThey do, it's called a custom export and it has all the fields in there, you choose which ones you want to include or exclude.
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130 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Teresa S supported this idea · -
61 votesTeresa S supported this idea ·
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345 votes
The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
Teresa S supported this idea ·
I know you can export your Florida clients to a spreadsheet and upload them into Google Maps. Then it will display your clients along with directions.