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1. Automatically fill the state and city based on zip code

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   3 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

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   April commented  ·  Jan 13, 2014  ·  Delete…

   Add the 4-digit ZIP code to ALL areas where the ZIP code is featured, including the pop-up window when you hold the cursor over a client's name and their address pops up.

   We utilize the 4-digit codes as well as the prefixes, especially when creating mailings for our clients. Right now, I have to go into each client's profile individually and pull that up, or do individual searches on the US Postal Service website with each client's address. WAYYYY too time-consuming and repetative. PLEASE add this improvement!

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   April supported this idea  ·  Jan 13, 2014