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  1. Add Free Text Field to Know Your Client - Professional Contacts

    4 votes
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    0 comments  ·  Redtail CRM » Know Your Client  ·  Admin →
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    Anonymous shared this idea  · 

  2. I need additional Mail Merge Fields

    542 votes
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    78 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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  3. Searching Departments in Business Records

    182 votes
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    22 comments  ·  Redtail CRM » Search, QuickLists & Tag Groups  ·  Admin →
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    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  · 

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