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Princess Saa

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7 results found

  1. Searching Departments in Business Records

    189 votes
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    22 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Princess Saa commented  · 

    Let's say you have 5 people you deal with within one company and you have them listed in the department section of the Companys Contact (instead of making an individual contact for each) you should be able to search the persons name and they should pop up - only individual contacts pop up.
    So if I want to speak to John Jay at IBM, if I search John Jay he will not show up since I don't have him as an individual contact - I would have to remember he's with IBM and do a search for IBM to get his #.

    Princess Saa supported this idea  · 

  2. Improve contact search.

    108 votes
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    4 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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  3. Show the Details of the Actions done on the Timeline

    251 votes
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    14 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    Princess Saa supported this idea  · 

  4. Accounts should show the Title: Eg. John Paul and Sue Johns Joint TOD

    251 votes
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    22 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Princess Saa supported this idea  · 

  5. Automations: Make the Know your Client Review Date a Trigger Event

    790 votes
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    35 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Princess Saa supported this idea  · 

  6. Show note comments on timeline

    334 votes
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    10 comments  ·  Redtail CRM » Timeline  ·  Admin →
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    Princess Saa supported this idea  · 

  7. need all fields available to select from for custom reporting

    942 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Princess Saa supported this idea  · 

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