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1. Contact Categories Specific to a Contact Status

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   2 comments  ·  Redtail CRM » Settings & Preferences  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. 

   This suggestion is remaining open and can continue to gather votes and comments!

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   Christopher Reyes commented  ·  Apr 19, 2018  ·  Delete…

   Ability to specify specific category options for specific statuses. For example, if the status is "Client", the only options available for category are A, B, C. If the status is "Lead", the only options available for category are Cold, Warm, Lost.

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   Christopher Reyes supported this idea  ·  Apr 19, 2018