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  1. 21 votes
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    0 comments  ·  CRM » Seminar  ·  Flag idea as inappropriate…  ·  Admin →
    GeekyTechMom supported this idea  · 
  2. 9 votes
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    0 comments  ·  CRM » Seminar  ·  Flag idea as inappropriate…  ·  Admin →
    GeekyTechMom shared this idea  · 
  3. 26 votes
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    0 comments  ·  CRM » Seminar  ·  Flag idea as inappropriate…  ·  Admin →
    GeekyTechMom supported this idea  · 
  4. 16 votes
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    0 comments  ·  CRM » Seminar  ·  Flag idea as inappropriate…  ·  Admin →
    GeekyTechMom supported this idea  · 
  5. 26 votes
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    0 comments  ·  CRM » Seminar  ·  Flag idea as inappropriate…  ·  Admin →
    GeekyTechMom supported this idea  · 
  6. 2 votes
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    0 comments  ·  CRM » Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
    GeekyTechMom shared this idea  · 
  7. 1 vote
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    0 comments  ·  CRM » Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
    GeekyTechMom shared this idea  · 
  8. 127 votes
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    7 comments  ·  CRM » Activities  ·  Flag idea as inappropriate…  ·  Admin →
    GeekyTechMom supported this idea  · 
  9. 40 votes
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    1 comment  ·  CRM » Seminar  ·  Flag idea as inappropriate…  ·  Admin →
    GeekyTechMom commented  · 

    Now that you have Clone seminar this would be a great feature to add! It would save me tons of time.

    GeekyTechMom supported this idea  · 
  10. 65 votes
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    2 comments  ·  CRM » Seminar  ·  Flag idea as inappropriate…  ·  Admin →
    GeekyTechMom commented  · 

    Also it would be nice if we could use mail merge for guests. I need to be able to print name tags for the guests too. As of now, we enter everyone in as a contact. It creates a problem keeping them grouped, so we end up not being able to use the counts given as we have to put the guests names in and put them in as contacts in order to make sure we don't mess up who is supposed to be with who. Also, it wouldn't hurt to just have the guest be a contact in Redtail. Why wouldn't you want to keep their info. At least in our case, we do want to keep their info. When people bring guests we are just as apt to do business with the guest as the invitee. We use mailers so most of the people coming are unknown to us anyhow. We aren't primarily inviting our clients (although we do invite them), our target is new business. Redtail developers should shadow some ot their clients to see how the products are really being used.

  11. 9 votes
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    0 comments  ·  CRM » Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  12. 15 votes
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    1 comment  ·  CRM » Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  13. 19 votes
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    1 comment  ·  CRM » Seminar  ·  Flag idea as inappropriate…  ·  Admin →
  14. 11 votes
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    0 comments  ·  CRM » Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
    GeekyTechMom supported this idea  · 
  15. 8 votes
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    1 comment  ·  CRM » Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
    GeekyTechMom supported this idea  · 
  16. 29 votes
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    4 comments  ·  CRM » Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
    GeekyTechMom commented  · 

    I also asked the help desk about this and was told it was impossible. The custom export is a great idea, but it needs a lot of work. Somehow, we need to be able to apply the filters we set to the custom export.

  17. 840 votes
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    83 comments  ·  CRM » Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  18. 3 votes
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    1 comment  ·  CRM » Calendar  ·  Flag idea as inappropriate…  ·  Admin →
    GeekyTechMom commented  · 

    This would be huge!!! I can't understand why the client names are not included.

  19. 113 votes
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    7 comments  ·  CRM » Calendar  ·  Flag idea as inappropriate…  ·  Admin →
    GeekyTechMom supported this idea  · 
  20. 3 votes
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    0 comments  ·  CRM » Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
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