Luke Baumgarten
My feedback
44 results found
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376 votes
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331 votes
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389 votes
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468 votes
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654 votes
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870 votes
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348 votes
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349 votes
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141 votes
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98 votes
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An error occurred while saving the comment I would suggest using Precisefp @Luke V. It makes it so much easier to do all of that.
An error occurred while saving the comment This would be a nice feature so then to gather client data we could create a template that would fit all the basic information for a client and upload it. You could then go as far as to create a form on your website (advisor) for the client to complete the form and then upload it into Redtail saving tons of time.
I do feel that this is not too big of a task for you to complete as all it would have to do is match up to the fields you have already in add a new client.
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126 votes
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An error occurred while saving the comment You can do what you all are asking, but you would have to do it from the search bar. (search last name, select contacts you want added, choose bulk action, add activity). I know this isn't as effective though.
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110 votes
An error occurred while saving the comment January 8th, 2016 "Planned"........ Years Later. Leaves me speechless
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72 votes
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73 votes
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273 votes
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276 votes
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500 votes
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27 votes
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135 votes
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54 votes
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Can we please get an update on where this is at?