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Neal

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  1. Searching Departments in Business Records

    182 votes
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    22 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Neal commented  · 

    I recently discovered the use of departments and names and phone numbers and email, etc. in a business contact record. Seemed like a great idea and I started using it. Then I discovered a could not search for that employee unless they had their own separate record. That destroys part of the purpose of the department feature

    Neal supported this idea  · 

  2. Billable Time Tracking

    377 votes
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    43 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Neal supported this idea  · 

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