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Kathy

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4 results found

  1. Delete UDF in Bulk

    42 votes
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    5 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Kathy supported this idea  · 
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    Kathy commented  · 

    I would like the ability to delete more than one user field at a time
    Possibly by using the control key to highlight and delete such as Word, we don't need 7 user fields for each of our contacts anymore and deleting one by one is quite time consuming

  2. Contact name should show first for activities

    96 votes
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    8 comments  ·  Redtail CRM » Activities  ·  Admin →
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  3. Make the full name including suffix show on the calendar.

    120 votes
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    7 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Kathy commented  · 

    Please make sure to include the client's nickname anywhere the client's name appears such as calendar. Do the same for spouse's names.

  4. phonetic field for names

    97 votes
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    6 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Kathy commented  · 

    I would love that! it's hard to remember thousands of client's phonetic names. Currently I'm putting that info. under "important info.", but I would love it in the "basic info." area.

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