Uploading contacts into Redtail CRM
We should be able to upload contacts into the Redtail CRM without having to go thru the helpdesk. This isn't an uncommon activity anymore. Other CRM's allow this to happen.
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Andrew Carrillo commented
Please add this features to upload on my own. If this is not added i will be cancelling my membership and moving to a new CRM. This will save you and us time. to have to wait for you to upload my data is insanely old fashioned and horrible service. every other system allows you upload our own data. It's amazing that doesn't exist already! This is 2020!