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Susan

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  1. I need additional Mail Merge Fields

    545 votes
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    81 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Susan commented  · 

    Has the Mobile Phone field been added to the Mail Merge List?

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    Susan commented  · 

    Has the Mobile Phone field been added to the Mail Merge List?

    Susan supported this idea  · 
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    Susan commented  · 

    Please add Mobile Phone to the Mail Merge Fields available. We have more mobile numbers in our database than home numbers.

  2. add mobile phone as a field in mail merge

    59 votes
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    4 comments  ·  Redtail CRM » Bulk Actions  ·  Admin →
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    Susan supported this idea  · 
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    Susan commented  · 

    When doing a mail merge linked addresses pull in correctly. Linked phone numbers do not pull in.

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    Susan commented  · 

    Large percentage of our contacts no longer have a home phone number. Mobile Phone is currently not a field that you can pull in.

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