Skip to content

Joanna Mosenson

← Customer Feedback for Redtail Technology

My feedback

2 results found

  1. Get Client ID and Account ID on the same export

    35 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    1 comment  ·  Redtail CRM » Custom Exports  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Joanna Mosenson commented  · 

    Hi Whitney, Have you figured this out? If not, contact me at joanna.mosenson@j-gassociates.com and I can help you using two different excel reports with a simple function. It's annoying, but will save you tons of time.

    Joanna Mosenson supported this idea  · 

  2. Be able to Archive an entire file.

    38 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    4 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Joanna Mosenson commented  · 

    This is something that should absolutely be an option. I dont think I have ever worked in a database that does not allow you to archive a record. PLEASE make this possible.

    Joanna Mosenson supported this idea  · 

Feedback and Knowledge Base

(thinking…)