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LJ Sesko Olarte

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  1. Delete UDF in Bulk

    47 votes
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    6 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    LJ Sesko Olarte commented  · 

    UDF's were pulled over from a another system during a merge, and we would love to delete in bulk all the UDF's we will/do not use. Is there a process for this yet?

  2. Right Click on Calendar Activities to Open them in a new Tab

    67 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    LJ Sesko Olarte supported this idea  · 

  3. allow for user and client invitees on a calendar to accept or decline invite and add to external calendar

    735 votes
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    38 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    LJ Sesko Olarte supported this idea  · 

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