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1. Data import

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   10 comments  ·  Redtail CRM » Contact Add Screen  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. 

   This suggestion is remaining open and can continue to gather votes and comments!

   Luke V supported this idea  ·  Dec 1, 2020
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   Luke V commented  ·  Dec 1, 2020  ·  Delete…

   Wow! Interesting that this has been discussed for years (oldest comment is from 2017). I just reached out to the helpdesk about this before seeing this.
   While Redtail overall is robust with a lot of features, entering contact data is the most cumbersome part of the process. I'd love to be able to quickly enter it into an excel file and import on my own(or the Admin assistant).

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