I need additional Mail Merge Fields
We want to create a custom mail merge template to use in place of the Confidential Personal Profile Form. There are multipe fields that I want to merge into this custom form that are not available in the current mail merge fields and therefore I will have a lot of info to add after the merge is complete.
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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 -
Leah Gill
commented
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.
