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Monica McCracken

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My feedback

3 results found

  1. Open Activities from Today screen - order of Past Due

    279 votes
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    12 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Monica McCracken 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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    Monica McCracken commented  · 

    I do not understand why you would have us fill in a mailing address and then when I go to do a "MAIL" merge it pulls only from what you check as a primary address. If I am sending "MAIL" I am pretty sure I want it to go to the address I put into the "MAILING ADDRESS" section. Please either call it Mailing or Primary but let people know where you will be pulling mail merge items from!!! Just logic says Mailing address is for mail.

    Monica McCracken supported this idea  · 

  3. Offer a check box or option for "Per Stirpes" in the beneficiary box under the accounts.

    54 votes
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    3 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Monica McCracken shared this idea  · 

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