My feedback

1 result found

1. I need additional Mail Merge Fields

   545 votes

   Vote Vote Vote

   Vote

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close

   1 vote 2 votes 3 votes Remove votes

   You have left! (?) (thinking…)
   80 comments  ·  Redtail CRM » Bulk Actions  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

   We're glad you're here

   Please sign in to leave feedback

   Signed in as (Sign out)

   Close

   Close
   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!

   An error occurred while saving the comment
   Anonymous commented  ·  May 3, 2019  ·  Delete…

   Account information fields should be added. Things like balance, account name, product and company would be extremely helpful and save a ton of time filling in information after running a mail merge.

   Save Submitting...
   Anonymous supported this idea  ·  May 3, 2019