Mail Merge Letter with an auto command for an account number
When creating a mail merge letter, have an auto command option for a client account number entry as well as name, address etc. Having to manually add account numbers to letters is very time consuming. To be able to have it merge just like a name or address would be very helpful.
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!