Schiff

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  1. 6 votes
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    0 comments  ·  Integrations » Voice Dictation  ·  Flag idea as inappropriate…  ·  Admin →
    Schiff shared this idea  · 
  2. 14 votes
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    1 comment  ·  Integrations » Voice Dictation  ·  Flag idea as inappropriate…  ·  Admin →
    Schiff supported this idea  · 
    An error occurred while saving the comment
    Schiff commented  · 

    I agree with having some sort of indication as to whether or not the dictation was successfully linked to a contact's record, as well as which contact (for verification purposes)

  3. 23 votes
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    3 comments  ·  Integrations » Voice Dictation  ·  Flag idea as inappropriate…  ·  Admin →
    Schiff supported this idea  · 
  4. 4 votes
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    0 comments  ·  CRM » Calendar  ·  Flag idea as inappropriate…  ·  Admin →
    Schiff supported this idea  · 
  5. 8 votes
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    0 comments  ·  CRM » Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
    Schiff supported this idea  · 
  6. 67 votes
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    5 comments  ·  CRM » Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
    Schiff supported this idea  · 
  7. 9 votes
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    5 comments  ·  CRM » Other  ·  Flag idea as inappropriate…  ·  Admin →
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    Schiff commented  · 

    This would be extremely helpful, especially for cleaning up records after an import/migration or making multiple changes to a record.

    Schiff supported this idea  · 
  8. 18 votes
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    2 comments  ·  CRM » Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
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    Schiff commented  · 

    Since this is where earned income is input, adding this along side the Tags, UDF, Financials, etc. on the main contact page would resolve those active requests too.

    Schiff supported this idea  · 
  9. 17 votes
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    0 comments  ·  CRM » Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
    Schiff supported this idea  · 
  10. 3 votes
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    0 comments  ·  CRM » Calendar  ·  Flag idea as inappropriate…  ·  Admin →
    Schiff shared this idea  · 
  11. 9 votes
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    0 comments  ·  CRM » Settings & Preferences  ·  Flag idea as inappropriate…  ·  Admin →
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  12. 43 votes
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    0 comments  ·  Integrations » Calendar  ·  Flag idea as inappropriate…  ·  Admin →
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  13. 13 votes
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    0 comments  ·  Integrations » Social  ·  Flag idea as inappropriate…  ·  Admin →
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  14. 19 votes
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    2 comments  ·  Integrations » Social  ·  Flag idea as inappropriate…  ·  Admin →
    Schiff supported this idea  · 
  15. 13 votes
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    0 comments  ·  Integrations » Calendar  ·  Flag idea as inappropriate…  ·  Admin →
    Schiff supported this idea  · 
  16. 12 votes
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    0 comments  ·  Integrations » Investment Research  ·  Flag idea as inappropriate…  ·  Admin →
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  17. 28 votes
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    1 comment  ·  CRM » Automations  ·  Flag idea as inappropriate…  ·  Admin →
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    Schiff commented  · 

    I agree. It would be great if we could directly access BOX folders from within Redtail and be able to do things like view, share, upload, and download files

    Schiff supported this idea  · 
  18. 12 votes
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    0 comments  ·  CRM » Accounts  ·  Flag idea as inappropriate…  ·  Admin →
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