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robert williams

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6 results found

  1. UDFs should be able to be used in the advanced search feature.

    409 votes
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    19 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    robert williams commented  · 

    I like using QuickLists, but the criteria for creating one is limited. It would be very helpful if you expanded that search ability to any and all (including custom) fields, so we can better use our database.

    robert williams supported this idea  · 

  2. need all fields available to select from for custom reporting

    910 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    robert williams supported this idea  · 

  3. Mail Merge - All Fields Available

    66 votes
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    2 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    robert williams commented  · 

    It would be very helpful for us to have the ability to mail merge any database fields. Many of us use custom fields for client data, but currently, it is trapped in the database and can't be merged into documents or custom template letters. Thanks

    robert williams supported this idea  · 

  4. I need additional Mail Merge Fields

    542 votes
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    78 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    robert williams supported this idea  · 

  5. Add Revenue to the Opportunities dashboard and reports

    379 votes
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    42 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    robert williams supported this idea  · 

  6. Create an Activity from the Opportunity Tracker

    262 votes
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    25 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    robert williams supported this idea  · 

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