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W.C. Moore Financial Services

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  1. I need additional Mail Merge Fields

    545 votes
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    80 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    W.C. Moore Financial Services commented  · 

    Responding to Tara: the work-around only works if the fields are able to be exported from Redtail. Please allow all fields to be exported instead of trying to determine which ones your users need.

  2. 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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    W.C. Moore Financial Services supported this idea  · 
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    W.C. Moore Financial Services commented  · 

    Since no custom reporting is available, it is vital to be able to create reports via mail merge. Unfortunately, if the field in not available, even that is impossible. No two businesses are alike, therefore customization is very important. This item should be considered a Top Priority

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