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Jeremiah Bates

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  1. Contact Categories Specific to a Contact Status

    31 votes
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    2 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Jeremiah Bates shared this idea  · 

  2. Eliminate automatic business contact and automatic owner contact

    35 votes
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    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Jeremiah Bates commented  · 

    Please remove to automatic contact generation for a business when I enter a client's employer. Our contact list is getting cluttered and giving an inaccurate number of clients. The clients employer is not our client and we don't need the extra hassle of removing that business contact every time we put in the name of a client's employer. Thanks!

    Jeremiah Bates supported this idea  · 

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