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Ryder Dale

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  1. Department contacts need to hyperlink to contact card

    57 votes
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    4 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Ryder Dale commented  · 

    Department head names need to have there own record, so that they can be searchable.

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    Ryder Dale commented  · 

    I can link what company someone is associated with, however, with bigger companies who service multiple needs I often need to list people by department as well.

    Ryder Dale supported this idea  · 

  2. Searching Departments in Business Records

    182 votes
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    22 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Ryder Dale supported this idea  · 

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