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Jim Inman

← Customer Feedback for Redtail Technology

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8 results found

  1. Quick check for any details in Contact Record

    1 vote
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    0 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Jim Inman shared this idea  · 

  2. Entering and updating Seminar/Event Attendees

    79 votes
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    4 comments  ·  Redtail CRM » Seminar  ·  Admin →
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    Jim Inman supported this idea  · 

  3. Seminar Tracking

    7 votes
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    0 comments  ·  Redtail CRM » Seminar  ·  Admin →
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    Jim Inman supported this idea  · 

  4. Using Nicknames to Search for Contacts when Linking to Notes and Activities

    114 votes
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    5 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Jim Inman supported this idea  · 

  5. Edit Notes

    174 votes
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    9 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Jim Inman supported this idea  · 

  6. Option to automatically rollover activity

    1,261 votes
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    50 comments  ·  Redtail CRM » Activities  ·  Admin →
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  7. Restrict who can create new contacts

    1 vote
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Jim Inman shared this idea  · 

  8. Restrict who can create new contacts

    1 vote
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Jim Inman shared this idea  · 

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