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Auto Populate - Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out con

Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out contact info - they manually type it out and send it back to us. Then we manually input it into RT. Why not just do the inputs once and have them populate their own profile. It's 2023, this should be easy to do.

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JB shared this idea  ·   ·  Report…  ·  Admin →
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  • Suzanne Rodriguez commented  ·   ·  Report

    That would be a hot mess to have clients put in their own data.

  • Michael Gluski commented  ·   ·  Report

    Look into Redcapture. It's a third party company that populates directly into Redtail.

Redtail CRM: Contact Record

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