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Tom Holbrook

← Customer Feedback for Redtail Technology

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  1. I need additional Mail Merge Fields

    539 votes
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    78 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Tom Holbrook commented  · 

    I have made templates in Word, and like the formatting available within Word. These templates lose their format once I copy and paste into email templates. Please give this some attention.

    Tom Holbrook supported this idea  · 

  2. Birthdays Emailed

    97 votes
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    4 comments  ·  Redtail CRM » Settings & Preferences  ·  Admin →
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    Tom Holbrook supported this idea  · 

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