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Juliet Penna

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  1. Attach file in bulk notes

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    2 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Juliet Penna supported this idea  · 
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    Juliet Penna commented  · 

    Yes, please!! It is so time consuming and problematic to go back to a group of contacts and attach the document one at a time. It basically means that the time saved creating the bulk note was wasted... We use this for portfolio model reallocations that come from our model company. Need to be able to attach their documentation to each contact. 1-2 times a month.

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