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Kollette Kirton

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  1. I need additional Mail Merge Fields

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    82 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Kollette Kirton supported this idea  · 
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    Kollette Kirton commented  · 

    We would love to see you add additional merge fields that pertain to the spouse and children. For example: The spouse's date of birth, spouses occupation, SS#, and spouse's income. Also, merge fields that allow us to pull the children's names, date of birth, gender, SS#, income, etc. Thanks!

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    Kollette Kirton commented  · 

    I agree! That would be great as well. Thanks for the suggestion.

    An error occurred while saving the comment
    Kollette Kirton commented  · 

    We would love to see you add additional merge fields that pertain to the spouse and children. For example: The spouse's date of birth, spouses occupation and spouse's income. Also, merge fields that allow us to pull the children's names, date of birth, gender, income, etc. Thanks!

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