mail merge fields
Why is it taking so long to make more mergeable fields? There should have been updates to these along time ago. Mail Merge items that are of DIRE NEED are:
SSN (client & spouse)
Cell phone # (client & spouse)
DOB--spouse is not
email address -- spouse is not
FULL NAME -- spouse to many merge fields to get one result
ID #'s (client & spouse)
ETC.
IF it is on the contact record we should not have to export the information into a spreadsheet and then put it into a word document not very efficient!
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!
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Clifford Ryan commented
Agree that more mail merge fields should be available. Spouse "Middle" doesn't appear as an option. This is critical if using Mail Merge to populate client/spouse agreements and docs.