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1. UDFs should be able to be used in the advanced search feature.

   409 votes

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   19 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  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!

   Jason supported this idea  ·  Aug 10, 2018

2. account udf bulk add

   41 votes

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   0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   Research  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   More information is needed internally before a decision can be made. Nothing is needed from Redtail clients at this time.

   This suggestion is remaining open and can continue to gather votes and comments!

   Jason supported this idea  ·  Aug 10, 2018

3. Add Clients by Region Mapping/Reporting

   219 votes

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   20 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  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!

   Jason supported this idea  ·  Jul 31, 2018
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   Jason commented  ·  Jul 31, 2018  ·  Delete…

   Add contacts/customers to pins on maps, with custom color pins & pics/avatars

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