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Clifford Ryan

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  1. retriever cloud

    39 votes
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    4 comments  ·  Redtail CRM » Retriever Cloud  ·  Admin →
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  2. Incoming email meeting requests are not automatically added to the Redtail sync calendar in Outlook. Publicize any workaround for this.

    13 votes
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    0 comments  ·  Redtail CRM » Retriever Cloud  ·  Admin →
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    Clifford Ryan supported this idea  · 

  3. Option to automatically rollover activity

    1,217 votes
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    47 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Clifford Ryan supported this idea  · 

  4. mail merge fields

    20 votes
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    1 comment  ·  Redtail CRM » Contact Record  ·  Admin →
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    Clifford Ryan supported this idea  · 
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    Clifford Ryan commented  · 

    Agree that more mail merge fields should be available. Spouse "Middle" doesn't appear as an option. This is critical if using Mail Merge to populate client/spouse agreements and docs.

  5. Task Rollovers

    40 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Clifford Ryan shared this idea  · 

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