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1. Contact Categories Specific to a Contact Status

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   2 comments  ·  Redtail CRM » Settings & Preferences  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. 

   This suggestion is remaining open and can continue to gather votes and comments!

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   Anonymous commented  ·  Apr 1, 2014  ·  Delete…

   Be able to create Contact Categories specific to a particular Contact Status. For example, for Status = Client, category choices are A, AA, AAA, but for Status = Prospect, category choices might be Pending, Hot, Won, Lost, etc. Right now, all category choices are presented regardless of the Status selected. Along those lines, add another field like Client Type for some more granularity. If Category is used for segmentation, then Type can be used for Investment, Financial Planning, Both, etc. Could use Keywords, but then that gets very heavily populated with other keywords like Newsletter, etc.

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   Anonymous supported this idea  ·  Apr 1, 2014