Mapping Addresses
Currently, if you are in a client record, you can click on the client address and "MAP" it. It would be nice to be able to "MAP" multiple addresses at once. If I am travelling out of town to visit clients in the same general area, it would be helpful to be able to map all of the clients at once to determine the best route to take.
Megan Jette
shared this idea
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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Kristin Johnson
commented
That would be a wonderful option to map multiple addresses from within redtail.
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Wendy Lee Connors
commented
A mapping function as part of the search would be so incredibly helpful. We could see where our "A" clients are mostly located, or where our elderly clients are &c.. This would help us in planning where to hold client events for particular subsets of clients. Also, we're looking to add a new advisor, so we'd like to be able to show where the majority of her clients would be located. We are often asked for referrals to CPAs, attorneys, even contractors, so it would be nice to easily see where our referral partners are in relation to clients. And of course, it would help efficiency in planning face to face meetings (if that ever happens again).
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Anonymous
commented
All of the above and we would like the ability to map all of our clients to get a better idea which area the majority of them are in. We are looking at moving in the near future and it would be nice to see which direction to move towards.