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John Arnold

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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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    John Arnold commented  · 

    Please create a mail merge field for cell phone (mobile phone) numbers

    John Arnold supported this idea  · 

  2. Automatically fill the state and city based on zip code

    167 votes
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    3 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    John Arnold commented  · 

    City State Auto Fill

    John Arnold supported this idea  · 

  3. add client review reminder to the mobile ap

    112 votes
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    Planned  ·  13 comments  ·  Redtail CRM » Mobile App  ·  Admin →
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    John Arnold commented  · 

    Include "day of" to birthday reminder option on the full site and mobile app. This way wherever you are you can quickly see who has a birthday today and call them on their actual birthday. Without the "day of " option, you would forget to call a person on their actual birthday

    John Arnold supported this idea  · 

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