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Teresa S

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5 results found

  1. Add Clients by Region Mapping/Reporting

    225 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

    47 votes
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    6 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. Customize Personal Profile Form

    468 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.

  4. Enable user defined fields to have a customizable order

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

  5. Add Additional Fields to the Client Review Section

    348 votes
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    18 comments  ·  Redtail CRM » Client Reviews  ·  Admin →
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    Teresa S supported this idea  · 

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