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Anonymous

← Customer Feedback for Redtail Technology

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  1. Show All Family and Memberships Relationships on the Same Page so that I can track Multiple Generations

    1,407 votes
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    71 comments  ·  Redtail CRM » Family  ·  Admin →
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  2. On the contact search results page make the columns sort-able.

    104 votes
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    13 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    Anonymous supported this idea  · 

  3. I need additional Mail Merge Fields

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

    having us just use the ones on document is not enough you need to add alot more merge fields. spouse first and last names together just like using "name" for the contacts field.
    Date just using month and day but not year so you can send a Birthday letter just having Month and Day. you need alot more than what you have listed

    Anonymous supported this idea  · 

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