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Holly W

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  1. 32 votes
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    Holly W supported this idea  · 
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    Holly W commented  · 

    Agree

  2. 211 votes
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    Holly W commented  · 

    Well I get the option to print in Landscape, but it is 3 pages long. So strange.

    Holly W supported this idea  · 
  3. 99 votes
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  4. 120 votes
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  5. 729 votes
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  6. 177 votes
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    Holly W commented  · 

    Oh did I mention if you have over 10 pages and you time out you Lose It ALL.....

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    Holly W commented  · 

    FYI -> IF you keep hitting refresh on the CRM tab and the Imaging Tab, it will keep it open longer..... BUT this is a Huge Time Suck.... because you must pay close attention to the images that are loading that the CRM doesn't time out.

    SO yes please there needs to be an adjustment. OR just scan the docs to my desk top and drop and drag them to Upload... but if you Advertise that imaging will work is should work...

    but at this point it Does Not work, it times out and you have to start the upload all over again.... time suck.

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    Holly W commented  · 

    YES!

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    Holly W commented  · 

    HELLOOOOOOooooo...... Time Suck

    Holly W supported this idea  · 
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    Holly W commented  · 

    Yes please, these clients can have hundreds of pages to scan in.... and when it deletes hours of work because you were timed out it is FRUSTRATING!!! There is no way to do multi tasking while scanning....Really frustrating to scan things Multiple times and the boss wonders why you are Twiddling your fingers...well you have to touch the client tab Over and Over so you dont time out...omg. Please I have asked for help on this myself and why is no one listening?....

  7. 29 votes
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    1 comment  ·  Redtail CRM » Family  ·  Admin →
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    Holly W commented  · 

    Good point and great idea

    Holly W supported this idea  · 
  8. 26 votes
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    Holly W supported this idea  · 
  9. 542 votes
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    Holly W commented  · 

    If the choice is Mailing or Primary to Mail to people this Doesnt help... One is Mailing and one is Home, but I can't get mail to people who ONLY have PO boxes because I have the home address as Primary, (because that is where they live)... but the Primary Mailing address is the PO Box.... and it cant be both. OMG

    Holly W supported this idea  · 
  10. 160 votes
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    6 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Holly W supported this idea  · 
  11. 135 votes
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    Holly W supported this idea  · 
  12. 100 votes
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    Holly W supported this idea  · 
  13. 199 votes
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    Holly W commented  · 

    Yes please, I have just been typing them in the important info box. But an actual spot for the info we need Daily would be very good. Thane makes a good point. Just some where please

    Holly W supported this idea  · 
  14. 143 votes
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    Holly W supported this idea  · 
  15. 219 votes
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  16. 628 votes
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    24 comments  ·  Redtail CRM » Email  ·  Admin →
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    Holly W commented  · 

    When I need the email I just do control 'c' to copy the email and control 'v' to just paste it in. But a button to send it to notes from CRM would be really great. That would save so much time! I like the idea a lot.

    Holly W supported this idea  · 
  17. 20 votes
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    Holly W supported this idea  · 
  18. 325 votes
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    Holly W supported this idea  · 
  19. 1,253 votes
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    Holly W supported this idea  · 
  20. 67 votes
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    Holly W supported this idea  · 
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