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.
Andrea Topouzakis
shared this idea
Thank you for your support. Unfortunately, your Suggestion has failed to progress due to lack of activity.
We will be closing it, but we will reopen and merge your idea should it gather momentum in the future.
Thanks for supporting User Voice!
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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.