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1. I need additional Mail Merge Fields

   542 votes

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   78 comments  ·  Redtail CRM » Bulk Actions  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

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

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   Noy Botier commented  ·  December 01, 2011  ·  Delete…

   add a mail merge field for the writing advisors email address and phone number info. and designation

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2. add client review reminder to the mobile ap

   112 votes

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   Planned  ·  13 comments  ·  Redtail CRM » Mobile App  ·  Delete…  ·  Admin →
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   Noy Botier supported this idea  ·  November 17, 2011