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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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   CDR commented  ·  Feb 16, 2012  ·  Delete…

   It will be a bit complex but inside your word document you could use a merge field as if(servicing advisor = X, "DO THIS", iF(SERVICING ADVISOR = Y,"DO THIS"))

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