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Shane DeLorme

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My feedback

3 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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    Shane DeLorme supported this idea  · 

  2. I need additional Mail Merge Fields

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

    I would like to see every possible field added to Export, and every possible Export field also be a mail merge field. I understand that you can work around it and export to Excel then run the mail merge in Word, but the time for that extra step starts to add up on a daily basis. I would like all the fields to become mail mergeable.

    Shane DeLorme supported this idea  · 

  3. phonetic field for names

    97 votes
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    6 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Shane DeLorme commented  · 

    I would specifically like this feature in the "Basic Info" area so its right in your face and you can't miss it.

    Shane DeLorme supported this idea  · 

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