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Janelle Largent

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9 results found

  1. Run a Notes report with select notes only

    69 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.

    99 votes
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    9 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

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

  4. Advanced Search always available

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

  5. Customize Personal Profile Form

    468 votes
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    40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Janelle Largent supported this idea  · 

  6. Link email to notes/activities

    650 votes
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    25 comments  ·  Redtail CRM » Email  ·  Admin →
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  7. RMD Value & Information section

    1,963 votes
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    95 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Janelle Largent supported this idea  · 

  8. 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  · 

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

    428 votes
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    22 comments  ·  Redtail CRM » Memberships  ·  Admin →
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    Janelle Largent supported this idea  · 

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