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1. Add Clients by Region Mapping/Reporting

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   20 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

   This suggestion is remaining open and can continue to gather votes and comments!

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   Dawn commented  ·  Feb 3, 2016  ·  Delete…

   To help schedule appointments in different areas, it would be helpful to export the list of clients to a map, to help see which clients are in the same location. To make it even more useful... have the pins color coded , either by client's level and / or assigned to different agents.

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   Dawn supported this idea  ·  Feb 3, 2016