Skip to content

Joshua Wright

My feedback

3 results found

  1. 34 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Joshua Wright supported this idea  · 
  2. 13 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Joshua Wright shared this idea  · 
  3. 90 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    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?

Feedback and Knowledge Base