Donna Clement
My feedback
3 results found
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6 votes
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!
Donna Clement shared this idea ·
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94 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
Donna Clement supported this idea ·
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9 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
An error occurred while saving the comment Donna Clement supported this idea ·
I found the same request under Broadcast Email. The issue is the same! We need the Primary Contact's first name and last name in order to personalize ANY form of communication to our Entity contacts! We currently use the Name field as the formal name "Mr. John A. Doe", so the envelop / address block is OK, but we also NEED a First Name field for a letter's salutation.
Can these 2 requests (Mail Merge and Broadcast Email) AND any other duplicates that I don't know about be merged so the "votes" are combined? Thanks!