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Sally Erickson

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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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    Sally Erickson commented  · 

    Agreed, all fields should be available for export to mail merge fields, of course laser ap might not like it because we could create our own forms. Also, number fields should be stored as number fields not text. ie ss#, ph#. When exported to excel, have to be changed before they can be formatted for merging with a document.

  2. Add more fields under beneficiaries

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

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