Sue

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2 results found

  1. Add Clients by Region Mapping/Reporting

    225 votes
    20 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Sue commented  · 

    I understand this can be done by advance search, but it was not what I was looking for. I would like to see a map with pins showing number of clients residing in each zip code. For example, Tucson has 54 zip codes. It would be so wonderful to see at a glance where the bulk of our clients live.; The advance search doesn't quite demonstrate it that way.

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    Sue commented  · 

    We'd love to see a feature that plots the number of clients who live in specific zip codes on a map. For example, it'd be a great at-a-glance feature to see how many clients live in a certain area when planning venues for events.

    Sue supported this idea  · 

  2. RMD Value & Information section

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

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