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  1. I want the Referred by box to search the CRM related to contacts that I am typing. I want to link the referring client directly to the refer

    20 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Anonymous commented  · 

    When creating a new Contact Record, it would be great if the "Referred By" field automatically added to "Memberships" on both records

    Anonymous supported this idea  · 

  2. Can you link a contact's work address with that of their employer?

    75 votes
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    10 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Anonymous commented  · 

    When entering an individual into Redtail and including their company name, please add a check box if you would like the individual's address to also be automatically added to the Company address. And could also do a checkbox for a phone number, too. So, when you save it, it also saves the company name as a business (as usual) but fills in the address and phone number on the business contact.

    Anonymous supported this idea  · 
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    Anonymous commented  · 

    If an individual's primary address is a WORK ADDRESS, it should also pick up the COMPANY NAME to follow under the individual's name. Currently, we have to include the company name in the work address line 1 when entering information in order for the company name to appear in an address label.

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    Anonymous commented  · 

    when entering a new individual into the crm, it would be helpful if the work addresses also automatically fill in on the business contact profile when filling it in on the individual's contact record. This would save a step from having to then go into the company profile and fill in the address, even though the company profile populates with the making of the individual's file. Thank you.

  3. Display memberships on the front page of the contact record.

    417 votes
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    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Anonymous commented  · 

    too many steps to get to these pages for this information. I liked it better when it was on the main page of a contacts information.

    Anonymous supported this idea  · 

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