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1. Task list

   102 votes

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   5 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. 

   This suggestion is remaining open and can continue to gather votes and comments!

   James Kuxhaus supported this idea  ·  Apr 3, 2024

2. I need additional Mail Merge Fields

   542 votes

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   78 comments  ·  Redtail CRM » Bulk Actions  ·  Delete…  ·  Admin →
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   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!

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   James Kuxhaus commented  ·  Aug 18, 2020  ·  Delete…

   Ability to add office roles such as Client Service Manager, Client Service Associate to mail merge would save much time and allow for changing staff members.

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   James Kuxhaus supported this idea  ·  Aug 18, 2020