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Anonymous

← Customer Feedback for Redtail Technology

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

    925 votes
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    83 comments  ·  Redtail CRM » Custom Exports  ·  Admin →
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    Anonymous commented  · 

    I'd like to use mail merge to add the beneficiaries into a letter to each client. This would be faster than going into each open account and pulling a beneficiary report.

    Anonymous supported this idea  · 

  2. Add more fields under beneficiaries

    495 votes
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    15 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Anonymous supported this idea  · 

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