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1. I need additional Mail Merge Fields

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   78 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!

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   Justin commented  ·  September 10, 2015  ·  Delete…

   In getting acquainted with Mail Merge for Redtail and trying to integrate it with our desired paperwork we were hoping there would be more fields that would auto-fill through Redtail. A few are Tax ID, Age, Mobile Phone, and other Spouse information.

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   Justin supported this idea  ·  September 10, 2015