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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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   1 comment  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Todd Adams shared this idea  ·  Oct 13, 2021

2. I need additional Mail Merge Fields

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   82 comments  ·  Redtail CRM » Bulk Actions  ·  Delete…  ·  Admin →
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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  ·  Nov 18, 2013