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Susan Ressler

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My feedback

4 results found

  1. Add a Mail Merge Field for excluding deceased spouse/ family members

    17 votes
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    1 comment  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Susan Ressler commented  · 

    This is a problem in our practice as well. We just fielded a phone call from a widow that received a mail merge letter that was addressed to her however the salutation included her deceased husband.
    She was very upset with us.
    The mail merge software needs excluded deceased clients!

  2. Spouse's name in broadcast email to work effectively

    13 votes
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    0 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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    Susan Ressler supported this idea  · 

  3. It would be most helpful if a newly assigned activity be marked as new and stay that way until it is opened for the first time by the user i

    8 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Susan Ressler shared this idea  · 

  4. I would love to have an audible notification when I am assigned an activity. If I am working at my desk, but not in email or Redtail, I wou

    5 votes
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    1 comment  ·  Redtail CRM » Notifications  ·  Admin →
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    Susan Ressler shared this idea  · 

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