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1. I need additional Mail Merge Fields

   545 votes

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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!

   sonya supported this idea  ·  Sep 20, 2012
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   sonya commented  ·  Sep 20, 2012  ·  Delete…

   I think that if it is in the client record you should be able to merge it! Make all info on the client record mergable!

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2. Laserapp - Memberships

   463 votes

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   45 comments  ·  Redtail CRM » Integrations  ·  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!

   sonya supported this idea  ·  Sep 20, 2012