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sonya

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  1. I need additional Mail Merge Fields

    545 votes
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    80 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    sonya supported this idea  · 
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    sonya commented  · 

    I think that if it is in the client record you should be able to merge it! Make all info on the client record mergable!

  2. Laserapp - Memberships

    463 votes
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    45 comments  ·  Redtail CRM » Integrations  ·  Admin →
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    sonya supported this idea  · 

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