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Teresa S

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7 results found

  1. Add Clients by Region Mapping/Reporting

    216 votes
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    20 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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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. Delete UDF in Bulk

    42 votes
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    5 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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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. Print all Dependents on the Personal Profile form

    32 votes
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    2 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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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. Customize Personal Profile Form

    447 votes
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    40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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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. Enable user defined fields to have a customizable order

    127 votes
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    6 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Teresa S supported this idea  · 

  6. Review Date Reminders

    61 votes
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    Received  ·  2 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Teresa S supported this idea  · 

  7. Add Additional Fields to the Client Review Section

    336 votes
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    17 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Teresa S supported this idea  · 

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