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  1. 31 votes
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  2. 18 votes
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  3. 1,335 votes
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  4. 45 votes
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  5. 146 votes
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  6. 6 votes
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  7. 114 votes
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    Anonymous supported this idea  · 
  8. 542 votes
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    Anonymous commented  · 

    We have experienced several incompatibility issues with Redtail. We have been told that the email archiving is not compatible with Office 365 and that the newest version of Word that we can use for mail merge is 97-2003? .doc files are the only file type allowed. Please bring your compatibility to current standards. I want to be able to use the form controls available in .docx along with my mail merge templates. Thanks!

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    Anonymous commented  · 

    I will add again that ALL fields should be available for Mail Merge within the system... We should not have to export a contact or list of contacts, then import into Word to do a mail merge.

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    Anonymous commented  · 

    All fields in Redtail should be available for mail merge!

    One that would be particularly helpful for us is the target date. We are trying to automate some of our paperwork processes through the use of workflows, which allows mail merge, but the date is very important! The target date being a mail merge field would allow us to date our materials instead of having to go back and manually update them.

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  9. 729 votes
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    Anonymous supported this idea  · 
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    Anonymous commented  · 

    I agree that we need this and we should be able to brand it with our own logo. The current "add guest attendees" feature does not let us brand it and goes to a client branded with Redtail's branding. This is unacceptable and needs to allow us to brand them to our company. Until then, our firm will not use it. Otherwise it is a great feature and would be handy to remind clients of meetings and tasks that are assigned to the client.

  10. 130 votes
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  11. 235 votes
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    Anonymous commented  · 

    We would find this feature helpful for all reports - the ability to save filter parameters for reports we generate often.

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  12. 907 votes
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  13. 18 votes
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  14. 762 votes
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  15. 128 votes
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    Anonymous supported this idea  · 
  16. 216 votes
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    Anonymous commented  · 

    Thank you! We need this! Maybe allow us to select if we only want to search contacts or do a global search. A few other choices would be great as well.

    Anonymous supported this idea  · 

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