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How can we improve Redtail Technology's CRM?

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Please allow us to use our UDF information in the Mail Merge fields. This would greatly enhance our Mail Merge capabilities!

Please allow us to use our UDF information in the Mail Merge fields. This would greatly enhance our Mail Merge capabilities!

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Jenny Bartz shared this idea  ·   ·  Report…  ·  Admin →
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  • Stephanie Brown commented  ·   ·  Report

    Please allow us to create Templates for Letter and emails and pull from UDF fields to personalize data and letters for clients.

Redtail CRM: Contact Record

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