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Marci Zuercher

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  1. I need additional Mail Merge Fields

    542 votes
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    80 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Marci Zuercher supported this idea  · 
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    Marci Zuercher commented  · 

    I would like to be able to create an appointment reminder mail merge. To do that we need to have the activity date, activity time, activity location all be mail merge fields. Then we can use the Redtail calendar for scheduling and creating reminder appts.

  2. Hide Default Categories (AGAIN)

    24 votes
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    1 comment  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Marci Zuercher supported this idea  · 

  3. Manage Database List

    16 votes
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    1 comment  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Marci Zuercher supported this idea  · 

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