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Tara Kos

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My feedback

6 results found

  1. add mobile phone as a field in mail merge

    59 votes
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    4 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Tara Kos supported this idea  · 

  2. Redtail Imaging

    12 votes
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    1 comment  ·  Redtail Imaging  ·  Admin →
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    Tara Kos supported this idea  · 

  3. Permissions

    111 votes
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    2 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Tara Kos supported this idea  · 

  4. Imaging Permissions

    49 votes
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    9 comments  ·  Redtail Imaging  ·  Admin →
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    Tara Kos supported this idea  · 
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    Tara Kos commented  · 

    I agree, permissions are a must for the Imaging libraries. I would be happy with the client library being open to all users, and the corporate library being restrict-able. That would solve my problem!

  5. email history default to note: email received or email sent

    153 votes
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    13 comments  ·  Redtail CRM » Email  ·  Admin →
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  6. Link email to notes/activities

    650 votes
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    25 comments  ·  Redtail CRM » Email  ·  Admin →
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    Tara Kos supported this idea  · 

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