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1. Add customizable dashboard. We need to create layouts/forms with user-defined fields like ACT! CRM allows.

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   Todd Adams shared this idea  ·  October 13, 2021

2. I need additional Mail Merge Fields

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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!

   Todd Adams supported this idea  ·  November 18, 2013