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1. link contact to note after note is posted

   38 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Kevin shared this idea  ·  Jul 6, 2020

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

   26 votes

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   0 comments  ·  Redtail CRM » Notes  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

   This suggestion is remaining open and can continue to gather votes and comments!

   Kevin supported this idea  ·  Jun 16, 2020

3. Bulk Data Uploads/Updates

   21 votes

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   4 comments  ·  Redtail CRM » Know Your Client  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!

   Kevin shared this idea  ·  Nov 8, 2019
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   Kevin commented  ·  Nov 8, 2019  ·  Delete…

   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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