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