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michelle.machiri

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6 results found

  1. Make ALL Fields Searchable in the Advanced Search

    210 votes
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    11 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    michelle.machiri commented  · 

    Advanced Search - Add Contact Primary Phone

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    michelle.machiri commented  · 

    Please add this in advanced search

  2. It would be nice if you could relate a contact to an activity or Note on the timeline.

    38 votes
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    4 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    michelle.machiri commented  · 

    I’m wondering why the Contact’s name doesn’t appear next to the changes, additions, etc. on the Today’s Overview Timeline? As the individual who maintains all contacts and information in Redtail, it would be nice to know which contact has been “edited” by a different user.

  3. PDF Orientation in Portrait or Landscape

    211 votes
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    29 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    michelle.machiri commented  · 

    It prints out landscape, we want portrait, there is no option to change this.

  4. Add Clients by Region Mapping/Reporting

    216 votes
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    20 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    michelle.machiri commented  · 

    Thank you for clarifying this request.

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    michelle.machiri commented  · 

    WAG-2874

  5. Add note added as trigger for automations

    77 votes
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    4 comments  ·  Redtail CRM » Automations  ·  Admin →
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    michelle.machiri commented  · 

    WAG-2445

  6. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,327 votes
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    68 comments  ·  Redtail CRM » Family  ·  Admin →
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