Brad Williamson

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  1. 87 votes
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    3 comments  ·  CRM » Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
    Brad Williamson supported this idea  · 
  2. 1,218 votes
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    66 comments  ·  CRM » Family  ·  Flag idea as inappropriate…  ·  Admin →
    Brad Williamson supported this idea  · 
  3. 877 votes
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    83 comments  ·  CRM » Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
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    Brad Williamson commented  · 

    Thank you! I just posted the same recommendation under "Reports". Redtail can combine these if they want to.

    Brad Williamson supported this idea  · 
  4. 181 votes
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    11 comments  ·  CRM » Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
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    Brad Williamson commented  · 

    I don't understand why I could record data in a database that I am unable to use in a search. Once example is the "renewal date" of an account. However, under "Contacts - Advanced Search - Account" there is no option to specify "Renewal Date". There are many other data points that I can't use (or find) in the advanced search area. I've looked under every Type, but can't find that field anywhere. Can you add this field and every other missing field. In general, the Advanced Search could be organized a little better anyway. Why is "Contact Keyword" and different Type and not a field in "Contact". Anyway, I'd love the simple change, but thought there is more work to be done too.

    Brad Williamson supported this idea  · 
  5. 98 votes
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    13 comments  ·  CRM » Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
  6. 25 votes
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    3 comments  ·  CRM » Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  7. 74 votes
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    4 comments  ·  CRM » Reports, Exports & PDFs  ·  Flag idea as inappropriate…  ·  Admin →
  8. 262 votes
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    25 comments  ·  CRM » Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
    Brad Williamson supported this idea  · 
  9. 530 votes
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    37 comments  ·  CRM » Workflows  ·  Flag idea as inappropriate…  ·  Admin →
    Brad Williamson supported this idea  · 
  10. 122 votes
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    10 comments  ·  CRM » Opportunities  ·  Flag idea as inappropriate…  ·  Admin →
    Brad Williamson supported this idea  · 

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