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LaVonne

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  1. Please add Memberships to the Profile Form

    146 votes
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    15 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    LaVonne commented  · 

    The form should search for children under both "family" AND "memberships"... can use for beneficiary info.

    LaVonne supported this idea  · 

  2. I need additional Mail Merge Fields

    542 votes
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    80 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    LaVonne supported this idea  · 

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