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!

For help with or questions about features and functionality in Redtail CRM, you can contact our support team at support@redtailtechnology.com or check out our HelpDesk articles on getting started.

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  1. Broadcast e-mail sent notice

    Broadcast e-mails that have an error message show the client name - great.

    I'd like to see the client name posted for successfully sent broadcast messages as well. This would help eliminate duplicate messages.

    1 vote
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  2. Update email to allow Exchange server, as my Broker Dealer does not allow POP3

    Update Redtail to use more current and encrypted email services, Exchange Server, as my BD does not allow POP3 for email. This is for broadcast and also individual email.

    3 votes
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  3. subject line

    When you are sending a bulk email, can you update the system so it defaults to alert you when you are about to send a bulk email without anything in the subject line?

    2 votes
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  4. Giving Broadcast Email Within CRM More Functionality

    I would like to be able to change fonts, use special characters or just post a picture so the broadcast email in the CRM mirrors what the client will see.

    11 votes
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  5. Be able to pull up all contacts based on a particular membership and then select all, bulk options and broadcast email.

    We do quite a bit of estate planning where there are multiple generations of a single family. Obviously they all do not have the same last name, but they all are part of a specific contact membership. It would be awesome to be able to pull up everyone associated in that membership and select some or all and then bulk action a broadcast email.

    9 votes
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    1 comment  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  6. business name

    Need the opportunity to send Broadcast emails to our Business Clients, so the ##Businessname##. Right now, nothing I put works.

    6 votes
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  7. bulk emails

    We recently noticed that bulk emails do not get attached to the individual clients. This makes it confusing when looking at a client's email history to see if they were notified of something. It would be nice if the bulk emails were attached to the individual clients they go to.

    16 votes
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  8. Email Template - Image with hyperlink.

    I created our Christmas Invite as a PDF image that has a "click here to RSVP" section. I wanted to blast the invite via RedTail, but I am not able to embed the PDF with the hyperlink into the email templates. This would be a great feature to add to RedTail Email Templates. Thanks!

    Please see ticket Your ticket number is 1058101.

    16 votes
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    2 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  9. Storing emails addresses

    We have prospects request information via our website. The only information we receive is their email address as a contact. We would like to be able to store the contact in Redtail with only the email address so that we can continually "touch" them via blast emails.

    4 votes
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  10. Mail Merge

    There is no way to do an email merge with both spouses names because if a client doesn't have a spouse, it doesn't delete the & or and

    6 votes
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  11. Bulk e-mail to multiple people in a record - multiple primary e-mails in a record

    For records with Plans (401(k)) where we need to send bulk e-mail to more than one person in the company, having multiple primary e-mails will allow to e-mail all at once without the need to create duplicate records

    7 votes
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  12. Broadcast Emails for Business Records

    It would be nice if the Primary Contact for a business would be someone that could be included on Broadcast Emails. We have both contacts and businesses that we would like to communicate with using this feature and that would really help us leverage our time.

    7 votes
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  13. ability to schedule a broadcast email

    We would like to set up some monthly or quarterly reminders, for specific clients, and it would be nice to set this up in a schedule to go out in advance since it is the same reminder

    30 votes
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  14. Read-receipt tracking for broadcast emails

    Add read-receipt tracking for broadcast emails so that you can track whether recipients actually read the email

    36 votes
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    1 comment  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  15. Send broadcast emails to department contacts

    The ability to send broadcast emails to department contacts within a business would be super beneficial. If a company is our contact/client, most of the time we do not need to have a separate record for the department contacts within the business. For marketing purposes, it would be helpful to be able to send broadcast emails to every department within the company.

    11 votes
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  16. merge fields for email should work using test

    When using test email merge fields should be pulled instead of having to send an actual email to see them

    17 votes
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  17. Allow EWS instead of SMTP relay

    The internal email client used for broadcast email would be more useful for many users if it could be an option to send using EWS instead of just SMTP relay.

    4 votes
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  18. Calendar Reminders

    Please provide the opportunity for us to make calendar reminders for recipients when sending bulk emails.

    6 votes
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  19. Broadcast email - using "Enter" key in subject line causes email to send immediately.

    Please provide a fix for this issue! If a user pushes the "Enter" instead of the "Tab" key after entering a subject in a broadcast email, the email will immediately send to all chosen contacts, whether there is text in the body of the email or not. I've spoken to a RT rep, who checked with the developers. The developers say this is the intended behavior. This causes an incomplete email to be sent to all contacts chosen, which causes much confusion and extra work. Please add some type of fail-safe, with an extra step that asks "Are you sure…

    39 votes
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  20. Provide a unique IP for for outgoing broadcast e-mails

    Provide a unique IP for for outgoing broadcast e-mails
    Our E-mail provider will not permit pass though e-mail from RedTail to be white listed unless Redtail send it through an IP that is unique to our company

    1 vote
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
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