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Lisa Nix

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  1. 6 votes
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  2. 9 votes
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  3. 31 votes
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    Lisa Nix supported this idea  · 
  4. 70 votes
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    An error occurred while saving the comment
    Lisa Nix commented  · 

    Yes, agree about the photos as I just ran into this last week. I uploaded them using the suggested Imgur.com, however, some of my test emails sent to team members showed the pics to be only black boxes that stated "pic not longer available". Spoke to a different rep this morning-she stated each pic uploaded has to have .jpeg at the end of the URL link to upload correctly within the email formatting...hope this helps others.
    Also, the ability to upload our letterhead as a background to the emails content would be a nice feature also.

  5. 29 votes
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    Lisa Nix supported this idea  · 
  6. 71 votes
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  7. 13 votes
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    2 comments  ·  Redtail CRM » Family  ·  Admin →
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    Lisa Nix commented  · 

    Yes! And either auto merge the addresses for both when initially inputting a family/household or add a button to check if it will also be the other family members...way to much time wasted on going back and forth to the spouses contact info and repeating what you just put in.
    Same for the status also in my opinion.

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