Redtail CRM
Welcome to our official Redtail CRM feedback forum!
Do you have an idea? Do you recognize a good idea when you see one?
Use the Categories to indicate what part of the CRM your change request refers to, and browse the ideas of fellow CRM users to vote on requests that will impact your business.
Don’t forget to add comments to other ideas to let us know how your firm might use a feature better!
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44 results found
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Enable Link Preview Feature
Clients are much more likely to click on a link to an article or video, if broadcast emails automatically show a preview to the link instead of just the URL. The best example being when you sent a link with an apple product in iMessage. Let's make it happen!
4 votes -
Email mail merge fields
Add "Email" field from contact record as Email merge field. In general a request to make the email template merge options as robust as the traditional snail mail mail merges.
3 votes -
Choose from a list a emails to send from when broadcasting.
I'd like the ability to choose from a dropdown menu of my emails and select which one I want to use to send the email from. Because we have multiple companies with unique compliance requirements, I need to keep the emails separate and I want to always source from Redtail to keep my emails archived in the notes.
1 vote -
Prospect Name Confirmation On Broadcast Emails
When confirmations are sent to my email that an email went through it does not specify which prospect it is referring to. Is there a way for the prospect's name to be included in the email or subject line?
1 vote
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