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1. I need additional Mail Merge Fields

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   80 comments  ·  Redtail CRM » Bulk Actions  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The suggestion may be planned, but there is no timeline on this feature being added.

   This suggestion is remaining open and can continue to gather votes and comments!

   An error occurred while saving the comment
   Kala commented  ·  Mar 13, 2012  ·  Delete…

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

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   Kala commented  ·  Sep 14, 2011  ·  Delete…

   Also please add:

   Next meeting dates
   Next meeting time
   Next meeting Location

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

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