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← Customer Feedback for Redtail Technology

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38 results found

  1. Outlook and RedTail Calendar Integration

    63 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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  2. Calendar Sync

    16 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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  3. Linking documents to calendar events

    21 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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  4. SYNC Calendar with Microsoft Exchange

    18 votes
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    1 comment  ·  Redtail CRM » Calendar  ·  Admin →
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  5. in the CRM document upload section be able to label the category/ account while uploading documtment

    18 votes
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    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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  6. Folders for use inside Documents

    63 votes
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    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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  7. Change category type of multiple documents at once

    25 votes
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    1 comment  ·  Redtail CRM » Documents  ·  Admin →
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  8. account status

    22 votes
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    2 comments  ·  Redtail CRM » Accounts  ·  Admin →
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  9. when linking accounts to activities can you add ability to link multiple accounts at a time

    58 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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  10. Documents CRM

    27 votes
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    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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  11. linking documents

    85 votes
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    1 comment  ·  Redtail CRM » Documents  ·  Admin →
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  12. Active Seminar Status

    22 votes
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    0 comments  ·  Redtail CRM » Seminar  ·  Admin →
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  13. Show Attendee Status for Seminar in Contact

    38 votes
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    0 comments  ·  Redtail CRM » Seminar  ·  Admin →
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  14. Link existing document to an activity or note.

    38 votes
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    2 comments  ·  Redtail CRM » Documents  ·  Admin →
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  15. Linking Activities, Workflows, Notes, Documents, & Opportunities

    345 votes
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    14 comments  ·  Redtail CRM » Activities  ·  Admin →
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  16. Viewing either linked notes or linked documents on completed activities

    14 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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  17. Switching Family Head

    36 votes
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    0 comments  ·  Redtail CRM » Family  ·  Admin →
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  18. Email a document from the CRM Document Storage section

    50 votes
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    1 comment  ·  Redtail CRM » Documents  ·  Admin →
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  19. Using Nicknames to Search for Contacts when Linking to Notes and Activities

    95 votes
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    4 comments  ·  Redtail CRM » Notes  ·  Admin →
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  20. Searching Departments in Business Records

    182 votes
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    22 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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