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Marlaine

← Customer Feedback for Redtail Technology

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12 results found

  1. Customizing reports

    19 votes
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    1 comment  ·  Redtail CRM » Reports, Exports & PDFs  ·  Admin →
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    Marlaine commented  · 

    A customized report creator with the ability to export to word or pdf too, would be nice.

    Marlaine supported this idea  · 

  2. mail merge

    11 votes
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    0 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Marlaine shared this idea  · 

  3. PDF Mail Merge

    12 votes
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    0 comments  ·  Redtail CRM » Documents  ·  Admin →
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    Marlaine supported this idea  · 

  4. add mobile phone as a field in mail merge

    59 votes
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    2 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Marlaine supported this idea  · 

  5. UDF's at Household Level

    31 votes
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    0 comments  ·  Redtail CRM » Family  ·  Admin →
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    Marlaine supported this idea  · 

  6. Contact-ability to set default for address type and phone type.

    25 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Marlaine supported this idea  · 

  7. Commission Split Tracking

    4 votes
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    0 comments  ·  Redtail CRM » Opportunities  ·  Admin →
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    Marlaine supported this idea  · 

  8. mark as not a duplicate record

    27 votes
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    0 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Marlaine supported this idea  · 

  9. preferred pronoun

    17 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Marlaine supported this idea  · 

  10. Make adding a step to a workflow easier

    17 votes
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    0 comments  ·  Redtail CRM » Workflows  ·  Admin →
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    Marlaine supported this idea  · 

  11. Avoid repeat reminders from falling on a weekend.

    33 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Marlaine supported this idea  · 

  12. Color

    7 votes
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    0 comments  ·  Redtail CRM » Calendar  ·  Admin →
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    Marlaine supported this idea  · 

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