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Joshua Wright

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  1. Bulk update Know Your Client fields

    13 votes
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    2 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Joshua Wright shared this idea  · 

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

    94 votes
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    13 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Joshua Wright supported this idea  · 
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    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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