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1. I need additional Mail Merge Fields

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   81 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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   Tom Holbrook commented  ·  Apr 19, 2018  ·  Delete…

   I have made templates in Word, and like the formatting available within Word. These templates lose their format once I copy and paste into email templates. Please give this some attention.

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   Tom Holbrook supported this idea  ·  Apr 19, 2018