My feedback

1 result found

1. I need additional Mail Merge Fields

   542 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   78 comments  ·  Redtail CRM » Bulk Actions  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   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!

   An error occurred while saving the comment
   Heather Blanchard commented  ·  September 18, 2014  ·  Delete…

   More merge fields for mail merge docs please! SSN, DL#, Spouse/children details especially. The 2-step export to Excel, then merge in Word is way too time-consuming for everyday tasks like account opening/profile sheets. Custom profile reports would be great as well.

   Save Submitting...
   Heather Blanchard supported this idea  ·  September 18, 2014