Redtail CRM
Welcome to our official Redtail CRM feedback forum!
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4 results found
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I need additional Mail Merge Fields
We want to create a custom mail merge template to use in place of the Confidential Personal Profile Form. There are multipe fields that I want to merge into this custom form that are not available in the current mail merge fields and therefore I will have a lot of info to add after the merge is complete.
542 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Delete UDF in Bulk
Would like to be able to delete UDF in Bulk
45 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Select multiple notes to make "actions" on
It would be great if we could select multiple notes that the "Actions" button would apply to. So you could do actions to several notes at one time (e.g. "Link to an account" multiple notes at once).
33 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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add the confidential personal profile to your exports for a group - this is listed as a "common task" and we use it for every client.
We use this form every day all day for incoming clients. It would be nice to be able to print them all at once instead of one by one. We are in a project where we need all clients printed at one time and it is very frustrating to print 600 of these individually.
1 voteThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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