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Stephanie Brown

← Customer Feedback for Redtail Technology

My feedback

2 results found

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

    86 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Stephanie Brown supported this idea  · 
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    Stephanie Brown commented  · 

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

  2. need all fields available to select from for custom reporting

    925 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Stephanie Brown supported this idea  · 

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