Joshua Wright

← Customer Feedback for Redtail Technology

My feedback

2 results found

  1. Bulk update Know Your Client fields

    13 votes
    2 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
    How important is this to you?
    Joshua Wright shared this idea  · 

  2. Tag Group and and Client Lists - Data Export and Printing Options

    97 votes
    14 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
    How important is this to you?
    Joshua Wright supported this idea  · 
    An error occurred while saving the comment
    Joshua Wright commented  · 

    Looks like this has been suggested already, but I have to suggest it again. I use Tag Groups to assign clients to various investments they may own, preferences, etc. I then want to be able to pull a Tag Group up, export data on that group, and then do an Email blast to this group or example. What's the point of having the Tag Group if you can't do anything with the data?

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