Summer Hathaway
My feedback
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426 votes
The suggestion may be planned, but there is no timeline on this feature being added.
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Summer Hathaway
supported this idea
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218 votes
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!
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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 Summer Hathaway
supported this idea
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Mail merge is one of the most useful functions in RedTail. However, it doesn't seem to get the attention it deserves by the developers. Here are my suggestions:
1) Enable use of .docx files
2) Enable use of fillable form fields, such as check boxes, dropdowns, etc.
3) Expand mail merge fields to include spouse age, children's names and ages, next activity date/time, etc. Really as many fields as possible! This would allow us to create our own personal profile form, since RedTail took a huge step back with the current format of the form in Tailwag.