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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  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   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!

   Anonymous supported this idea  ·  Jun 15, 2021

2. I need additional Mail Merge Fields

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   81 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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   Anonymous commented  ·  Jun 15, 2021  ·  Delete…

   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!

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   Anonymous supported this idea  ·  May 18, 2016
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   Anonymous commented  ·  May 18, 2016  ·  Delete…

   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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