Monica McCracken

← Customer Feedback for Redtail Technology

My feedback

3 results found

  1. Open Activities from Today screen - order of Past Due

    285 votes
    12 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?
    Monica McCracken supported this idea  · 

  2. I need additional Mail Merge Fields

    545 votes
    81 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
    How important is this to you?
    An error occurred while saving the comment
    Monica McCracken commented  · 

    I do not understand why you would have us fill in a mailing address and then when I go to do a "MAIL" merge it pulls only from what you check as a primary address. If I am sending "MAIL" I am pretty sure I want it to go to the address I put into the "MAILING ADDRESS" section. Please either call it Mailing or Primary but let people know where you will be pulling mail merge items from!!! Just logic says Mailing address is for mail.

    Monica McCracken supported this idea  · 

  3. Offer a check box or option for "Per Stirpes" in the beneficiary box under the accounts.

    54 votes
    3 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?
    Monica McCracken shared this idea  · 

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