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Kevin

← Customer Feedback for Redtail Technology

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3 results found

  1. link contact to note after note is posted

    38 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Kevin shared this idea  · 

  2. Desperately need SPELLCHECK! Not just on mobile app either.

    26 votes
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    0 comments  ·  Redtail CRM » Notes  ·  Admin →
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    Kevin supported this idea  · 

  3. Bulk Data Uploads/Updates

    21 votes
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    4 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Kevin shared this idea  · 
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    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?

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