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Laurie Thomas

← Customer Feedback for Redtail Technology

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3 results found

  1. Add Country as an Option for Reports and Custom Reports

    12 votes
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    1 comment  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Laurie Thomas commented  · 

    Is there an update on this suggestion from over a year ago?

    Laurie Thomas supported this idea  · 
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  2. Please make country codes searchable and reportable so we can get lists of where our clients live by country.

    9 votes
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    1 comment  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Laurie Thomas commented  · 

    Please add country codes so that you can search under contacts by country and make a report that searches by country

    Laurie Thomas supported this idea  · 

  3. Add field to enter country for passport under Know Your Client (Identifications)

    30 votes
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    8 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Laurie Thomas supported this idea  · 

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