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Ellen

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  1. Data import

    98 votes
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    10 comments  ·  Redtail CRM » Contact Add Screen  ·  Admin →
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    Ellen commented  · 

    It would be awesome to be able to add multiple contacts at once via an Excel spreadsheet import, or something like it. Mailchimp has something like this where you title the column based on the input (e.g. First Name, Last Name, email, etc).

    Ellen supported this idea  · 

  2. Read Only Permissions

    48 votes
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    4 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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