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1. Data import

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   10 comments  ·  Redtail CRM » Contact Add Screen  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. 

   This suggestion is remaining open and can continue to gather votes and comments!

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   Anonymous commented  ·  May 5, 2017  ·  Delete…

   The ability to import data, via a template like an excel spreadsheet, directly to Redtail CRM would expedite workflow. At times a similar change is made to multiple clients and accounts, and a way to post a note to all of the contacts at once could make the process exponentially faster than going contact by contact.

   I imagine once this ability was created it could be modified to import new contacts, activities and other records fairly similarly.

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   Anonymous supported this idea  ·  May 5, 2017