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Jay

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  1. 619 votes
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  2. 609 votes
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    Jay commented  · 

    This would be a big improvement

  3. 438 votes
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    Jay commented  · 

    Why is it not possible to search for UDF fields via advanced search similar to all of the other Redtail fields.

    Jay supported this idea  · 
  4. 104 votes
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    Jay commented  · 

    I would like to suggest that the permissions for notes should default to the permissions that are set for the client. We now need to click two to four more times to set the permissions.

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    Jay commented  · 

    All of our contacts are in Canada, it would be great to be able to set a default preference so that the country field is set for the country that you have most of your clients in.

    Jay supported this idea  · 
  5. 272 votes
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    Jay supported this idea  · 
  6. 241 votes
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    10 comments  ·  Redtail CRM » Email  ·  Admin →
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    Jay supported this idea  · 
  7. 134 votes
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    Jay supported this idea  · 
  8. 942 votes
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    Jay supported this idea  · 
  9. 303 votes
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    Jay supported this idea  · 
  10. 108 votes
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    Jay supported this idea  · 

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