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  1. 103 votes
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    JP commented  · 

    Redtail, how can we get this prioritized?

    JP supported this idea  · 
  2. 40 votes
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    JP supported this idea  · 
  3. 225 votes
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  4. 46 votes
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  5. 31 votes
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  6. 76 votes
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    JP supported this idea  · 
  7. 53 votes
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    JP supported this idea  · 
  8. 151 votes
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  9. 27 votes
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    JP commented  · 

    This is a great idea. Please allow flexibility to customize the names of the columns.

    JP supported this idea  · 
  10. 13 votes
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    1 comment  ·  Redtail CRM » Email  ·  Admin →
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    JP shared this idea  · 
  11. 9 votes
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  12. 129 votes
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    JP supported this idea  · 
  13. 488 votes
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    56 comments  ·  Redtail CRM » Email  ·  Admin →
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    JP commented  · 

    We don't use employee records. We would need a "view emails" checkbox added under admin checkbox in Edit User Info and only the employees that we want to view emails in the top menu bar would have that access.

    JP supported this idea  · 
  14. 175 votes
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    JP commented  · 

    It would be helpful if admins could designate workflows private for themselves and other users as needed. As Chief Operating Officer, there are some workflows that I need to create, but can't because they would be viewable and accessible to everyone.

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    JP commented  · 

    This would be helpful for individuals with repetitive daily routine(s) or work tasks and for non-client facing personnel.

    JP supported this idea  · 
  15. 15 votes
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    JP supported this idea  · 
  16. 114 votes
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  17. 29 votes
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    0 comments  ·  Redtail CRM » Family  ·  Admin →
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    JP supported this idea  · 
  18. 79 votes
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    JP commented  · 

    As a new Redtail user, we really need this feature, especially for Existing Clients, we need to add the following fields: fee schedule, date received and whether it is a systematic.

  19. 28 votes
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    JP supported this idea  · 
  20. 15 votes
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    JP supported this idea  · 
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