Curtis Ware

← Customer Feedback for Redtail Technology

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5 results found

  1. to be able to search by a nick name or a street address or even a email address

    17 votes
    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Curtis Ware commented  · 

    Hello! Nickname, Email Address, and Address are all searchable by typing the value in the "Search Contacts" box at the top of your screen. You can also choose to be more specific by using Advanced Search for these same fields.

  2. ACTIVITY NOTE

    18 votes
    2 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Curtis Ware commented  · 

    This is automatically done when using Linked Notes inside the Activity instead of adding notes in the Description box.

  3. Linked Notes in Opportunities

    49 votes
    3 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Curtis Ware shared this idea  · 

  4. add a workflow to bulk actions

    139 votes
    12 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Curtis Ware commented  · 

    To clarify, you are stating that you want to add 18 separate WFs and not 18 Clients to one WF, correct? I would love to see this as an option in the Tailwag version as well.

    Curtis Ware supported this idea  · 

  5. RMD Value & Information section

    1,973 votes
    97 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Curtis Ware supported this idea  · 

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