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Scott Carlson

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  1. report by role

    63 votes
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    2 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Scott Carlson commented  · 

    This is a really big deal for any body that uses workflows and roles. This report would be crucial to find contacts that have not had role assignments made yet. Because of human error things like role assignments get missed so the system admin needs to find those missing assignments somehow.

    Scott Carlson supported this idea  · 

  2. Adding Additional Roles

    225 votes
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    19 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Scott Carlson supported this idea  · 

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