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← Customer Feedback for Redtail Technology

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5 results found

  1. Account Autolink - Option to create contact records when they do not exist in Redtail CRM using the data from Albridge Data Feed

    1 vote
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    0 comments  ·  Redtail CRM  ·  Admin →
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    Anonymous shared 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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    Anonymous commented  · 

    Would like to see a plugin to Office so that you can click a button to add fields rather than Insert, Quick Parts, Mail Merge, Type Field, and hope for the best.

  3. Portfolio Reporting

    294 votes
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    24 comments  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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  4. 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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  5. RMD Value & Information section

    1,924 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Anonymous commented  · 

    I would love to see an automatic feature added into Redtail for this, it is a common task within this sector and would be welcomed :)

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