Anonymous
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1,242 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
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Anonymous
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271 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Anonymous
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545 votes
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 Anonymous
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Add these mail merge fields: Work address, work extension, work email.
At the beginning of each year we send out a contact update sheet to our clients to update their information on file. Oftentimes we need a work address to open up a new account, so it would be good to be able to mail merge this information into the contact update sheet we created for the client to verify. Sometimes clients also like us to have their work email or work phone extension on file.
Thank you.