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!

    87 votes
    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
    How important is this to you?
    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

    932 votes
    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
    How important is this to you?
    Stephanie Brown supported this idea  · 

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