Skip to content

Monica McCracken

← Customer Feedback for Redtail Technology

My feedback

3 results found

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

    285 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    12 comments  ·  Redtail CRM » Activities  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Monica McCracken supported this idea  · 

  2. I need additional Mail Merge Fields

    542 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    80 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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
    Vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    You have left! (?) (thinking…)
    3 comments  ·  Redtail CRM » Accounts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Monica McCracken shared this idea  · 

Feedback and Knowledge Base

(thinking…)