Laura Martin

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24 results found

  1. Family Tree Mapping

    57 votes
    0 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Laura Martin supported this idea  · 

  2. Relationship between households

    85 votes
    1 comment  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Laura Martin supported this idea  · 

  3. Household names and labels

    29 votes
    1 comment  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Laura Martin supported this idea  · 

  4. Household

    74 votes
    0 comments  ·  Redtail CRM » Family  ·  Admin →
    How important is this to you?
    Laura Martin supported this idea  · 

  5. Next Workflow Task Due Dates Updated to Current Date Once Previous Step Completes

    6 votes
    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
    How important is this to you?
    Laura Martin shared this idea  · 

  6. Add Contact Roles as options for Custom Exports

    30 votes
    0 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
    How important is this to you?
    Laura Martin supported this idea  · 

  7. Roles & Permissions Changes & Customizations

    31 votes
    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Laura Martin shared this idea  · 

  8. Need to be able to give users access to see "roles".

    14 votes
    0 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
    How important is this to you?
    Laura Martin supported this idea  · 

  9. Add roles to the main page for a contact

    186 votes
    12 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Laura Martin supported this idea  · 

  10. Copy Roles selection to the Spouse in a new contact

    36 votes
    2 comments  ·  Redtail CRM » Contact Add Screen  ·  Admin →
    How important is this to you?
    Laura Martin supported this idea  · 

  11. Adding Additional Roles

    234 votes
    19 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Laura Martin supported this idea  · 

  12. permissions and roles

    57 votes
    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    Laura Martin supported this idea  · 

  13. Completed Activities View

    1 vote
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Laura Martin shared this idea  · 

  14. Completed by

    10 votes
    0 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Laura Martin supported this idea  · 

  15. Edit Notes

    166 votes
    9 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Laura Martin supported this idea  · 

  16. Viewing Notes section

    131 votes
    2 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Laura Martin supported this idea  · 

  17. Notes

    143 votes
    1 comment  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Laura Martin supported this idea  · 

  18. Linked Notes - Notify User and Copy to Another Contact

    80 votes
    5 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Laura Martin supported this idea  · 

  19. Viewing either linked notes or linked documents on completed activities

    14 votes
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Laura Martin supported this idea  · 

  20. linked notes

    8 votes
    0 comments  ·  Redtail CRM » Notes  ·  Admin →
    How important is this to you?
    Laura Martin supported this idea  · 
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