Paul Molina

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  1. 181 votes
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    11 comments  ·  CRM » Search, QuickLists & Tag Groups  ·  Flag idea as inappropriate…  ·  Admin →
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    Paul Molina commented  · 

    As a User, I'm able to get really detailed in a contact record which I appreciate truly.
    I can add licenses on a contact record and there's even a section to add my rep code in advisor details.
    But I'm unable to search it. As well as some other fields.
    I don't truly understand the logistics of development. I'm hoping to see all fields searchable from the CRM. Their maybe a handful of offices who use retail to the core with some fields unsearchable.

    Paul Molina supported this idea  · 
  2. 27 votes
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    0 comments  ·  CRM » Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  3. 134 votes
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    11 comments  ·  Redtail Imaging » Permissions  ·  Flag idea as inappropriate…  ·  Admin →
    Paul Molina supported this idea  · 
  4. 21 votes
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    1 comment  ·  CRM » Automations  ·  Flag idea as inappropriate…  ·  Admin →
    Paul Molina shared this idea  · 
  5. 62 votes
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    4 comments  ·  CRM » Notes  ·  Flag idea as inappropriate…  ·  Admin →
    Paul Molina supported this idea  · 
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    Paul Molina commented  · 

    I would also recommend adding an option to notify user after the note is created.
    Maybe like an icon of a bell.

  6. 13 votes
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    0 comments  ·  CRM » Activities  ·  Flag idea as inappropriate…  ·  Admin →
  7. 51 votes
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    0 comments  ·  CRM » Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  8. 126 votes
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    7 comments  ·  CRM » Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  9. 64 votes
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    2 comments  ·  CRM » Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  10. 41 votes
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    7 comments  ·  CRM » Contact Add Screen  ·  Flag idea as inappropriate…  ·  Admin →
  11. 33 votes
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    1 comment  ·  CRM » Accounts  ·  Flag idea as inappropriate…  ·  Admin →
    Paul Molina supported this idea  · 
  12. 44 votes
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    2 comments  ·  CRM » Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  13. 18 votes
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    1 comment  ·  CRM » Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  14. 9 votes
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    0 comments  ·  CRM » Today's Overview  ·  Flag idea as inappropriate…  ·  Admin →
  15. 359 votes
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    17 comments  ·  Redtail Imaging » Contact Linking  ·  Flag idea as inappropriate…  ·  Admin →
    Paul Molina supported this idea  · 
  16. 36 votes
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    5 comments  ·  Redtail Imaging » Files/ Folders  ·  Flag idea as inappropriate…  ·  Admin →
    Paul Molina supported this idea  · 
  17. 3 votes
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    0 comments  ·  CRM » Notes  ·  Flag idea as inappropriate…  ·  Admin →
  18. 32 votes
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    2 comments  ·  CRM » Activities  ·  Flag idea as inappropriate…  ·  Admin →
    Paul Molina supported this idea  · 

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