Redtail CRM
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44 results found
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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?
11 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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.
23 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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.
23 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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
18 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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
52 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Read-receipt tracking for broadcast emails
Add read-receipt tracking for broadcast emails so that you can track whether recipients actually read the email
73 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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
23 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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…
48 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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.
29 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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…70 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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.
126 votesThe suggestion may be planned, but there is no timeline on this feature being added. This suggestion is remaining open and can continue to gather votes and comments!
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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.
100 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Attach Documets to Email Templates
Be able to attach different documents, like questionairres, that do not have to be attached every time an email is sent out.
70 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Drip Marketing
Be able to periodically space out marketing emails to your clients. Being able to select a hand full of marketing emails to your clients and set specific dates for when the emails are to be sent out.
-Constant communication with clients
-No need to manually send marketing emails
-Ability to send out reminders months in advance22 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Calendar and Broadcast Emails
There should be a way to implement a mail merge field for date and times when sending a broadcast email. For example: Sending a bulk email to clients to remind them of their appointments next week. The email template will have the merge field automate date and time.
32 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Broadcast Email Templates: Picture
It would be nice to be able to copy and past a picture from our desktop. Our pictures that we would like to be able to put into our emails are saved on our computers not online.
47 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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ability to print broadcast email list
looking to have the ability to print the list of persons the email broadcast was sent to.
21 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Broadcast Email Template Table Feature
Please improve the TABLE feature on Email Template. I spent 30 minutes creating a table and needed to get your assistance because the table size and format options are so limited. There is now way to adjust column or row size. And can not cut and paste a table from a word document.
28 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Broadcast Email Logistics
Our office would like the ability to analyze broadcast email data. IE. Who is opening our emails? How many emails are opened?
Thank you for your attention to this matter and suggestion.89 votesThe suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Warning when sending attachment
Redtail does not prompt you with a warning when an attachment is to large for an email. Instead it sends out the email without the attachment, and no notification.
Please fix this issue
38 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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