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Janelle Largent

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6 results found

  1. Run a Notes report with select notes only

    75 votes
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    5 comments  ·  Redtail CRM » Notes  ·  Admin →
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  2. When searching text in notes, search comments as well.

    103 votes
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    10 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Janelle Largent commented  · 

    Make the Comments of Notes searchable text like the Notes are currently

    Janelle Largent supported this idea  · 

  3. Make ALL Fields Searchable in the Advanced Search

    221 votes
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    13 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Janelle Largent supported this idea  · 

  4. Advanced Search always available

    56 votes
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    3 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Janelle Largent supported this idea  · 

  5. RMD Value & Information section

    1,985 votes
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    98 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Janelle Largent supported this idea  · 

  6. add mobile phone as a field in mail merge

    59 votes
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    4 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Janelle Largent supported this idea  · 

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