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1. I need additional Mail Merge Fields

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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!

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   Heather Blanchard commented  ·  Sep 18, 2014  ·  Delete…

   More merge fields for mail merge docs please! SSN, DL#, Spouse/children details especially. The 2-step export to Excel, then merge in Word is way too time-consuming for everyday tasks like account opening/profile sheets. Custom profile reports would be great as well.

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   Heather Blanchard supported this idea  ·  Sep 18, 2014