Kevin

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  1. 9 votes
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    0 comments  ·  CRM » Notes  ·  Flag idea as inappropriate…  ·  Admin →
    Kevin shared this idea  · 
  2. 19 votes
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    0 comments  ·  CRM » Activities  ·  Flag idea as inappropriate…  ·  Admin →
  3. 8 votes
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    0 comments  ·  CRM » Notes  ·  Flag idea as inappropriate…  ·  Admin →
    Kevin shared this idea  · 
  4. 6 votes
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    0 comments  ·  CRM » Activities  ·  Flag idea as inappropriate…  ·  Admin →
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  5. 15 votes
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    0 comments  ·  CRM » Activities  ·  Flag idea as inappropriate…  ·  Admin →
  6. 3 votes
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    1 comment  ·  CRM » Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
    Kevin shared this idea  · 
    Kevin commented  · 

    Is it possible to add a feature to the Admins for bulk uploads? We are going through a massive overhaul of all our contacts in Redtail requiring many updates to our contacts such as; status, category, key words, referral source etc . We have been exporting from Redtail and submitting tickets to have this data uploaded into our CRM. Can this be a feature added to Admins going forward?

  7. 6 votes
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    0 comments  ·  CRM » Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  8. 4 votes
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    0 comments  ·  CRM » Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  9. 16 votes
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    2 comments  ·  CRM » Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  10. 2 votes
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    0 comments  ·  CRM » Keywords  ·  Flag idea as inappropriate…  ·  Admin →
    Kevin shared this idea  · 

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