Show the tenancy 'Type' when creating a tenancy mail merge from profile
When creating a mail merge from the profile, it would help to have a field showing the tenancy 'Type' . We often have other contacts listed that are not tenants and they do not require to receive correspondence from us. When creating a mail merge at the moment we can not tell who is the tenant of the property. When creating a bulk mail merge there is a filter for the type, this would be beneficial to have when merging from a profile.
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Andrea Topouzakis
shared this idea
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Andrea Topouzakis
commented
Hi Angela, yes I am referring to creating a merge through the tenant profile, not thru mail merge. As per your reply this option does not appear when doing a mail merge multiple from a profile - and it would be helpfull/beneficial to add this filter when doing a mail merge from a profile. Thank you Andrea.