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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!

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   Don Rogers commented  ·  Mar 24, 2016  ·  Delete…

   Having this field accessible to mail merge would allow its use in a Pre-Approach letter to let the a prospective client know which friend referred him/her to the company.

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   Don Rogers supported this idea  ·  Mar 24, 2016