Kevin

My feedback

  1. 11 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  CRM » Notes  ·  Flag idea as inappropriate…  ·  Admin →
    Kevin shared this idea  · 
  2. 3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  CRM » Activities  ·  Flag idea as inappropriate…  ·  Admin →
    Kevin shared this idea  · 
  3. 41 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  CRM » Email  ·  Flag idea as inappropriate…  ·  Admin →
    Kevin supported this idea  · 
  4. 10 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  CRM » Notes  ·  Flag idea as inappropriate…  ·  Admin →
    Kevin supported this idea  · 
  5. 3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  CRM » Notes  ·  Flag idea as inappropriate…  ·  Admin →
    Kevin shared this idea  · 
  6. 123 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    5 comments  ·  CRM » Email  ·  Flag idea as inappropriate…  ·  Admin →
  7. 19 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  CRM » Activities  ·  Flag idea as inappropriate…  ·  Admin →
  8. 12 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  CRM » Activities  ·  Flag idea as inappropriate…  ·  Admin →
    Kevin shared this idea  · 
  9. 26 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  CRM » Activities  ·  Flag idea as inappropriate…  ·  Admin →
    Kevin supported this idea  · 
  10. 9 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  CRM » Know Your Client  ·  Flag idea as inappropriate…  ·  Admin →
    Kevin shared this idea  · 
    An error occurred while saving the comment
    Kevin commented  · 

    Is it possible to add a feature to the Admins for bulk uploads? We are going through a massive overhaul of all our contacts in Redtail requiring many updates to our contacts such as; status, category, key words, referral source etc . We have been exporting from Redtail and submitting tickets to have this data uploaded into our CRM. Can this be a feature added to Admins going forward?

  11. 6 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  CRM » Custom Exports  ·  Flag idea as inappropriate…  ·  Admin →
  12. 4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  CRM » Contact Record  ·  Flag idea as inappropriate…  ·  Admin →
  13. 16 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    3 comments  ·  CRM » Accounts  ·  Flag idea as inappropriate…  ·  Admin →
  14. 11 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  CRM » Keywords  ·  Flag idea as inappropriate…  ·  Admin →
    Kevin shared this idea  · 

Feedback and Knowledge Base