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1. Have the anniversary date for insurance and annuity contracts display as all-day events on the calendar similar to how client birthdays do.

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   0 comments  ·  Redtail CRM » Calendar  ·  Delete…  ·  Admin →
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   Michael shared this idea  ·  Mar 18, 2021

2. I need additional Mail Merge Fields

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   80 comments  ·  Redtail CRM » Bulk Actions  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

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

   Michael supported this idea  ·  Feb 17, 2015