Search
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Multi calendar option
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Email's sent regarding an activity need improvement · Received
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Linking and emails
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Offer editable Reports in .pdf! · Received
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workflow report filter & export client addresses
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Opportunity Tracker: Bulk Actions · Received
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Add ability to search email *content,* not just subject lines · Reviewed
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Scheduled - automated Custom Export
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Please create a "real time" view of things done in Redtail that day, like a social media feed
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Mail Merge Fields in Workflow Titles
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Account UDFs Group Packages · Received
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INDEXING ENHANCEMENTS - 2 improvements on current feature · Not Planned
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encrypted email · Research
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Go back to showing client names instead of "client birthday" on full month view pdf printout
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copying addresses between different tags on contact card
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Search clients/prospects based on distance from a specific address or zipcode · Reviewed
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Client search
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Workflow Summary Notes · Reviewed
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Add state of residence of contact without an address · Received
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More information in account linking - Not Commpleted · Received