When creating a mail merge for a business it would be helpful to be able to pull the primary contact name as a mail merge field. Example in the heading and salutation sections.
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!
Donna Clement commented
I found the same request under Broadcast Email. The issue is the same! We need the Primary Contact's first name and last name in order to personalize ANY form of communication to our Entity contacts! We currently use the Name field as the formal name "Mr. John A. Doe", so the envelop / address block is OK, but we also NEED a First Name field for a letter's salutation.
Can these 2 requests (Mail Merge and Broadcast Email) AND any other duplicates that I don't know about be merged so the "votes" are combined? Thanks!