Redtail CRM
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3 results found
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Ability to edit font in every redtail application i.e. templates, workflows, notes, tasks etc.
more options to edit font like add color or change size when creating templates, adding notes, creating tasks etc. would make easier to create instructions others can follow as well as quicker when searching or something and visually pleasing
59 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Can you add a label template for Avery 5163. There is a work around solution, but having this template available would be extremely helpful.
Can you add a label template for Avery 5163. There is a work around solution, but having this template available would be extremely helpful.
5 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Activity Template should be able to utilize merge fields
Activity templates should be able to utilize merge fields such as clients name, today's date, the person who entered activity etc. in both the description and subject.
27 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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