My feedback

1 result found

1. I need additional Mail Merge Fields

   545 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   81 comments  ·  Redtail CRM » Bulk Actions  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   Submit Rating
   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The 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!

   An error occurred while saving the comment
   Kala commented  ·  Mar 13, 2012  ·  Delete…

   Per user:
   Please add: Spouse date of birth, Tax ID and Spouse Tax ID

   Save Submitting...
   An error occurred while saving the comment
   Kala commented  ·  Sep 14, 2011  ·  Delete…

   Also please add:

   Next meeting dates
   Next meeting time
   Next meeting Location

   So that reminder cards can be set up for client meetings.

   Save Submitting...