Set up a new mail merge with previous mail merge group
It would save me a lot of time if there was an option to go back to a contact that has a mail merge saved in their notes and if there was an option to create a whole new mail merge with the linked contact. It would save me a lot of time having to use the search an filter function if I had the ability to click a button or check a box that said "create new mail merge with linked contacts."
The majority of the time I have to send the same clients mail and it takes a while to filter them out of our many clients we have and various identification parameters.
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!