Anonymous

← Customer Feedback for Redtail Technology

My feedback

2 results found

  1. I need additional Mail Merge Fields

    545 votes
    81 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
    How important is this to you?
    Anonymous shared this idea  · 

  2. Searching Departments in Business Records

    185 votes
    22 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Anonymous commented  · 

    Within our businesses, we want to be able to identify individuals who would be Centers of Influence. We'd like to be able to do email marketing to them. Currently, I have to do a custom export with Department Name and sort out all of those individuals who are not considered Centers of Influence.

    Anonymous supported this idea  · 

Feedback and Knowledge Base

(thinking…)