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Anonymous

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  1. Please allow us to use our UDF information in the Mail Merge fields. This would greatly enhance our Mail Merge capabilities!

    87 votes
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    2 comments  ·  Redtail CRM » Contact Record  ·  Admin →
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    Anonymous supported this idea  · 

  2. I need additional Mail Merge Fields

    545 votes
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    80 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Anonymous commented  · 

    Agreed. All fields should be merge capable. We cannot create custom reports, client documents, checklists, etc without it. Account information and all UDFs (so that we can customize) is imperative!

    Anonymous supported this idea  · 
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    Anonymous commented  · 

    I agree. I would also like to see these Mail Merge fields added:
    Mobile phone
    Spouse mobile phone
    Spouse email
    Spouse birthdate

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