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1. Duplicate account number report - please

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   2 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!

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   Susan Kay Smith commented  ·  March 10, 2022  ·  Delete…

   I would appreciate the ability to combine duplicate account numbers like we can merge duplicate contact records. Somehow I have multiple new accounts showing up!

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   Susan Kay Smith supported this idea  ·  March 10, 2022