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Julia

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4 results found

  1. Add Clients by Region Mapping/Reporting

    219 votes
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    20 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Julia supported this idea  · 
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    Julia commented  · 

    It would be great if you could select a group of contacts and them map them to see where they are in relationship to one another. This would be great for planning travel.

  2. Link Activity Location to Contacts

    19 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Julia shared this idea  · 

  3. Can you link a contact's work address with that of their employer?

    75 votes
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    10 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Julia supported this idea  · 
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    Julia commented  · 

    When entering a new contact that works at an already existing business, can you please have it automatically fill in the work address??

  4. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,345 votes
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    68 comments  ·  Redtail CRM » Family  ·  Admin →
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    Julia supported this idea  · 

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