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Scott Sirois

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3 results found

  1. Make ALL Fields Searchable in the Advanced Search

    216 votes
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    11 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Scott Sirois supported this idea  · 
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    Scott Sirois commented  · 

    I agree 100%. We are really trying to move all of our "client data" from disparate sources (like spreadsheets) into the CRM. However, it is frustrating that we can't search or report on quite a bit of this info (thus why it is in spreadsheets with filters!!).

    This is really important if we are to rely heavily and solely on our CRM as our primary client contact source of information. Please.

  2. Customize Personal Profile Form

    468 votes
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    40 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  3. Add more fields under beneficiaries

    495 votes
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    15 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Scott Sirois commented  · 

    This would be an outstanding and much needed enhancement to the CRM! There is currently no good place for this valuable and vital client account information. The sooner the better! Please!

    Scott Sirois supported this idea  · 

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