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. 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.

    3 votes
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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 →
  3. 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 →
  4. 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

    4 votes
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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.

    1 vote
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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

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

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

    31 votes
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    1 comment  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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.

    8 votes
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  9. Mass Edit Broadcast Email Notes

    I suggested this idea regarding using MarketingPro or another "Email Blaster" service.

    When sending out a broadcast or mass email, the system-generated notes are classified as General Information. It would be great if we could mass classify the notes from one mailing into a specific note category.

    More specifically, it would be great if, after a mass email is sent, all the notes go to a note "waiting room" where we can then adjust the settings for ALL of the notes generated from that mailer. Once done, we can finalize the notes, and they'll flow out to all the contacts…

    6 votes
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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

    15 votes
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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 →
  12. 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 →
  13. 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…

    31 votes
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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 →
  15. Ability to send broadcast email to both spouse in one email

    Hi, we always send emails to both spouses when communicating with clients. We believe that you must include both spouses when it comes to finances. It would be great to be able to send our "schedule your next review" email through the broadcast system but have it sent to the spouses in one email instead of a separate email.

    15 votes
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  16. broadcast email

    I've been testing out templates for broadcast emails, plus the auto-populate function. Can I suggest that several improvements should happen. It would be nice to import an image rather than linking to a URL. Not every image we have is a standalone on a website, so you're taking all or nothing. And when the email is sent, the image jumps in size rather than stay at the scale created.
    Also - and this is a big one - the auto-populate feature for names needs work. It's nice, but doesn't allow for personalizing preferred name to legal name. Robert and Elizabeth…

    37 votes
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  17. Send a broadcast e-mail with individualized attachments

    Due to state regulations, our firm and others need a way to send an e-mail to all of our clients with quarterly invoices (showing billing, etc). This info is in a report in Morningstar, but we have no way to send it unless we type out individual e-mails to all of our clients. If there was a way to code it so that the body of the e-mail was the same for all and just the attachments were different, that would make life much easier and would be a much more efficient and time-effective process.

    4 votes
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  18. Add scheduled send out for broadcast email

    It would be good if we could scheduled a specific date and time for a broadcast email to go out from redtail.

    64 votes
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    3 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  19. Ability to send broadcast email as the advisor

    Instead of my advisor having to log in and send out the broadcast emails, it would be better if there was a way to "send as" so the broadcast emails come from my advisor and not me.

    61 votes
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    4 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  20. Add pre-configured SMTP servers as an option in broadcast email settings for major email providers and Broker Dealers

    We would like to prohibit the ability for Reps/Assistants to input non-compliant mail relays within the program, so we could better verify that we are capturing/screening outbound mail. If the relay server input is left up to the user, it becomes more likely a mistake would be made when the server name is entered, or that there is a path to breaking firm policy.

    We have done similar things with Peter Montoya’s MarketingPro services – allowing reps to only select from compliant, journaled SMTP relays.

    13 votes
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    1 comment  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
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