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1. Trusted Contact

   181 votes

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   15 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!

   Mark supported this idea  ·  Jun 4, 2018

2. I need additional Mail Merge Fields

   545 votes

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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!

   An error occurred while saving the comment
   Mark commented  ·  Jan 10, 2012  ·  Delete…

   In addition, I would like to be able to add any linked client's information (such as spouse or child) into a mail merge document including SSN, Birthdate, DL number, etc. We use this information to request quotes for auto insurance, etc. for our clients and need to combine the family information onto one document.

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