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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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   Anonymous commented  ·  May 03, 2019  ·  Delete…

   Account information fields should be added. Things like balance, account name, product and company would be extremely helpful and save a ton of time filling in information after running a mail merge.

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   Anonymous supported this idea  ·  May 03, 2019