Please allow us to use our UDF information in the Mail Merge fields. This would greatly enhance our Mail Merge capabilities!
Please allow us to use our UDF information in the Mail Merge fields. This would greatly enhance our Mail Merge capabilities!
Jenny Bartz
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!
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Jordan Lee
commented
This seems absolutely crucial as you are expanding your integrations. Precisefp allows users to create custom fields which you can then map to custom redtail fields. However, if you cannot export them in a redtail mail merge, it seems pointless if advisors are limited to only redtail's chosen fields. Please add a mapping tool where users can map custom fields. For instance if it is a contact udf, it could be contact_udf - xxxxxx. Or for account udf, account_udf - xxxxxxx. Then on mail merge the field would be <<contact_udf - xxxxxx>>
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Stephanie Brown
commented
Please allow us to create Templates for Letter and emails and pull from UDF fields to personalize data and letters for clients.