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Sonya

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  1. 542 votes
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    Sonya commented  · 

    Would be nice to be able use excel as a merge document also.

    Sonya supported this idea  · 
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    Sonya commented  · 

    I agree! We also would like to be able to merge the clients account info into letters. Like the investment name, account number, balance. etc.

  2. 20 votes
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  3. 66 votes
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  4. 59 votes
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  5. 13 votes
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  6. 49 votes
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  7. 169 votes
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  8. 20 votes
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  9. 14 votes
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  10. 148 votes
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  11. 16 votes
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  12. 4 votes
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  13. 466 votes
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  14. 20 votes
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  15. 19 votes
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  16. 65 votes
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  17. 47 votes
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  18. 51 votes
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  19. 623 votes
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    24 comments  ·  Redtail CRM » Email  ·  Admin →
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  20. 910 votes
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    Sonya supported this idea  · 
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