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1. Be able to Archive an entire file.

   38 votes

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   4 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Joanna Mosenson supported this idea  ·  Jan 22, 2024

2. Edit all data on contact card by only pushing edit once

   6 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Joanna Mosenson shared this idea  ·  May 24, 2022

3. duplicate contact report

   15 votes

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   0 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   Joanna Mosenson shared this idea  ·  Oct 7, 2020