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1. 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!

   Kollette Kirton supported this idea  ·  Nov 22, 2011
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   Kollette Kirton commented  ·  Nov 22, 2011  ·  Delete…

   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  ·  Nov 22, 2011  ·  Delete…

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

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   Kollette Kirton commented  ·  Nov 22, 2011  ·  Delete…

   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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