user mail merge
In ACT!, users were tied to their own Redtail contact records, and the user data drove mail merges etc. It would be great if I could launch a mail merge template and Redtail would KNOW that I (the user) am going to sign it, so it would pre-populate my name and title based on my contact record. This was how ACT! did it.
6
votes
Doris Green
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!