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Kala

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  1. I need additional Mail Merge Fields

    542 votes
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    78 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Kala commented  · 

    Per user:
    Please add: Spouse date of birth, Tax ID and Spouse Tax ID

    An error occurred while saving the comment
    Kala commented  · 

    Also please add:

    Next meeting dates
    Next meeting time
    Next meeting Location

    So that reminder cards can be set up for client meetings.

  2. Highlight the current date brighter than the pale yellow being used (for the visually impaired)

    143 votes
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    13 comments  ·  Redtail CRM » Calendar  ·  Admin →
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