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1. I need additional Mail Merge Fields

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   82 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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   Nick von Dohlen commented  ·  Nov 20, 2017  ·  Delete…

   SpouseMiddlename and SpouseMiddleInitial fields should be added. In general, every field on a contact record should be a mail merge field. There should be no need for an Excel export work around.

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   Nick von Dohlen supported this idea  ·  Nov 20, 2017