Great Idea. I currently pre-book all my appointments and run bi-weekly mail/email merge reminder correspondence in 2 week increments. This seems like a simple thing but is a critical function of my business and I'm not sure I can justify switching CRMs without it.

Please consider adding the ability to have multiple physical addresses available for mail merge. I have many prospects for whom I am sending drip letters to both their BUSINESS (e.g., group benefits, 401k plans, etc.) and their PERSONAL (financial planning, wealth management, etc.) addresses. However, the mail merge capability only allows me to pick their PRIMARY address.

We need to pick the address we want, depending on the campaign we are running. Tech support told me to switch the PRIMARY flag as needed. This could potentially be feasible for occassional campaigns in single-advisor practice, but not practical as an ongoing process for a dynamic multi-advisor practice.

Please add:

Spouse Designation

I think that if it is in the client record you should be able to merge it! Make all info on the client record mergable!

I dont know if this will help, but I always create my mail merge documents with "Family name" instead of just first name and spouse first name. it seems to work really well, but your records have to reflect the family name on the head of household only. you cannot have a family name on both client records or it messes up. there is a trick to adding the salutation that I can ehlp you with if you need it.

I agree! We also would like to be able to merge the clients account info into letters. Like the investment name, account number, balance. etc.

Per user:
Please add: Spouse date of birth, Tax ID and Spouse Tax ID

It will be a bit complex but inside your word document you could use a merge field as if(servicing advisor = X, "DO THIS", iF(SERVICING ADVISOR = Y,"DO THIS"))

Additonally, it would be great if the user record had a disclaimer field that could be merged. We are in the same position of having multiple advisors who have different licenses. Therefore, their disclaimers are different. Currently we would have to have 12 different versions of the same document to address their differing disclosures.

Cell Phone Numbers are a MUST for mail merge fields! Thanks for your consideration.

In addition, I would like to be able to add any linked client's information (such as spouse or child) into a mail merge document including SSN, Birthdate, DL number, etc. We use this information to request quotes for auto insurance, etc. for our clients and need to combine the family information onto one document.

I agree, but this needs to ability to filter by appt. type/category

I agree but a work around is creating conditionals. I create code in MS Word that says if(advisor =X, "email is X", "Y") Hope that helps!

add a mail merge field for the writing advisors email address and phone number info. and designation

We would love to see you add additional merge fields that pertain to the spouse and children. For example: The spouse's date of birth, spouses occupation, SS#, and spouse's income. Also, merge fields that allow us to pull the children's names, date of birth, gender, SS#, income, etc. Thanks!

I agree! That would be great as well. Thanks for the suggestion.

We would love to see you add additional merge fields that pertain to the spouse and children. For example: The spouse's date of birth, spouses occupation and spouse's income. Also, merge fields that allow us to pull the children's names, date of birth, gender, income, etc. Thanks!

Also please add:

Next meeting dates
Next meeting time
Next meeting Location

So that reminder cards can be set up for client meetings.

Hi Leah,
There aren't yet instructions for adding UDFs in Leapfrog, but you can see these instructions for adding UDFS in Redtail Classic:

http://helpdesk.redtailtechnology.com/crm/?id=10974

Thanks,
Paul Cantrell
Redtail Technology

I see a User Defined Field category but adding them is not intuitive at all and there don't seem to be any instructions in help docs about how to do it.