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  1. Option to automatically rollover activity

    1,261 votes
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    50 comments  ·  Redtail CRM » Activities  ·  Admin →
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    CDR commented  · 

    Or how about being able to select multiple items and then Rollover all the selected items not just ONE at a time.

  2. I need additional Mail Merge Fields

    548 votes
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    82 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    CDR commented  · 

    I agree but a work around is creating conditionals. I create code in MS Word that says if(advisor =X, "email is X", "Y") Hope that helps!

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