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← Customer Feedback for Redtail Technology

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4 results found

  1. need all fields available to select from for custom reporting

    910 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    Address export should export the household, not individual contact. It is more common to address a letter to "Jim & Jane Smith" than to send them two letters separately.

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    Anonymous commented  · 

    More importantly:

    -Primary phone
    -Primary email

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    Anonymous commented  · 

    This seems to be the same as allowing the mail merge fields to extend to ALL available information in a contact record instead of limited to just a handful.

  2. Save 'Common Filters' on Activity Reports

    235 votes
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    27 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  3. I need additional Mail Merge Fields

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

    It would be wonderful if ALL available export fields were applicable to the mail merge templates.

    It also seems to me that they should be labeled the same as if you were to do a manual export, so that mail merge temple would work wether you di it within the system or without. For example, if you export the home phone to a spreadsheet it comes out as "home_phone" but within Redtail you have to us "HomePhone". This would be simplify the system.

    Anonymous supported this idea  · 

  4. ability to sort, save & attach docs to Document page & Workflows at various stages of completion

    373 votes
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    13 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Anonymous supported this idea  · 

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