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1. Deleting Tag Groups Should Be an Admin Function

   28 votes

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   3 comments  ·  Redtail CRM » Settings & Preferences  ·  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!

   Debbie Meyer supported this idea  ·  May 14, 2018

2. I need additional Mail Merge Fields

   545 votes

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   81 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!

   Debbie Meyer supported this idea  ·  Sep 27, 2017
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   Debbie Meyer commented  ·  Sep 27, 2017  ·  Delete…

   I agree. We need a SSN field and DOB field. I have reps that use these fields all the time, especially for clients over age 70 and these are much more important to them than the email field.

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