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Teresa S

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  1. 222 votes
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    Teresa S commented  · 

    I know you can export your Florida clients to a spreadsheet and upload them into Google Maps. Then it will display your clients along with directions.

    Teresa S supported this idea  · 
  2. 45 votes
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    Teresa S supported this idea  · 
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    Teresa S commented  · 

    I would love to be able to bulk delete a UDF. I updated a UDF for the field options and need would like to bulk delete the original one.

  3. 32 votes
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    Teresa S supported this idea  · 
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    Teresa S commented  · 

    The report is also not picking up work email or website (Social Media) information. I'd also like to know where to add business type to populate that field as well. (i.e. Financial Services or Healthcare)

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    Teresa S commented  · 

    I updated the membership status of a contact to add the client's child. When I ran the Personal Profile form report, it did not populate with that information.

  4. 462 votes
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    Teresa S commented  · 

    They do, it's called a custom export and it has all the fields in there, you choose which ones you want to include or exclude.

  5. 130 votes
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    Teresa S supported this idea  · 
  6. 61 votes
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    Received  ·  2 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Teresa S supported this idea  · 
  7. 345 votes
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    Teresa S supported this idea  · 

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