Marci Zuercher

← Customer Feedback for Redtail Technology

My feedback

3 results found

  1. I need additional Mail Merge Fields

    545 votes
    81 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
    How important is this to you?
    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)

    33 votes
    1 comment  ·  Redtail CRM » Settings & Preferences  ·  Admin →
    How important is this to you?
    Marci Zuercher supported this idea  · 

  3. Manage Database List

    16 votes
    1 comment  ·  Redtail CRM » Settings & Preferences  ·  Admin →
    How important is this to you?
    Marci Zuercher supported this idea  · 

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