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6 results found

1. Contact UDF

   10 votes

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   0 comments  ·  Redtail CRM » Custom Exports  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. 

   This suggestion is remaining open and can continue to gather votes and comments!

   George Fernandez supported this idea  ·  December 12, 2022

2. Custom Export needs to Include ALL Profile Information- why makes us wait years for this???!!!

   8 votes

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   0 comments  ·  Redtail CRM » Custom Exports  ·  Delete…  ·  Admin →
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   George Fernandez supported this idea  ·  December 12, 2022

3. Mail Merge

   18 votes

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   0 comments  ·  Redtail CRM » Custom Exports  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. 

   This suggestion is remaining open and can continue to gather votes and comments!

   George Fernandez supported this idea  ·  December 12, 2022

4. Last Client Contact Report

   25 votes

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   0 comments  ·  Redtail CRM » Custom Exports  ·  Delete…  ·  Admin →
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   George Fernandez supported this idea  ·  December 12, 2022

5. CUSTOM EXPORT TEMPLATE

   11 votes

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   0 comments  ·  Redtail CRM » Custom Exports  ·  Delete…  ·  Admin →
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   George Fernandez supported this idea  ·  December 12, 2022

6. Add a custom export field for created by

   3 votes

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   George Fernandez shared this idea  ·  December 12, 2022