Anonymous
My feedback
4 results found
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83 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Anonymous
supported this idea
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66 votes
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
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542 votes
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 Anonymous
supported this idea
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An error occurred while saving the comment Anonymous
commented
I agree. I would also like to see these Mail Merge fields added:
Mobile phone
Spouse mobile phone
Spouse email
Spouse birthdate -
18 votes
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
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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!