add a future appointment date/time to the mail merge fields
There is currently no way to merge a future appointment date/time into a letter. This would be really helpful in preparing for the upcoming tax season, as we send out letters after the first of the year to those clients to alert them of an appointment made for them.
Dana shared this idea
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!