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1. Delete UDF in Bulk

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   6 comments  ·  Redtail CRM » Bulk Actions  ·  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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   Kelly R Thorn commented  ·  Feb 29, 2024  ·  Delete…

   Office uses UDF for annual client reviews. I have to go through each client to manually delete the prior year...
   This addition would be a huge time-saver. Please, please get it done. TIA!

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   Kelly R Thorn supported this idea  ·  Feb 29, 2024