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.
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  1. 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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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  2. Spouse's name in broadcast email to work effectively

    When I tried to send a broadcast e-mail to a group of clients, I used "Dear ##NicknameFirstname## and ##SpouseNicknameFirstname##," and the e-mail populated "Dear Bob and ," for clients without a spouse. It would be awesome if the program could recognize when there is no spouse and automatically add or remove the word "and."

    7 votes
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  3. cc

    I would love to CC another user in our organization within a Broadcast email so that the client can reply to both the person sending the Broadcast email and another advisor.

    8 votes
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  4. Font size

    The ability to change the font size in the broadcast emails as the current, not bolded font, is too small for many of our clients. You should be able to change the font size the way you can in a word document.

    5 votes
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  5. Add Delegate Access for Broadcast Emails

    Add delegate access option for broadcast emails so an Assistant can send one out under his/her own login credentials on behalf of the Advisor and it shows coming from the Advisor's email!!! PLEASE.

    13 votes
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  6. Suggestion for e-mail blast

    Allow font to be formatted in colors. We were trying to make a point with our e-mail and were unable to do so because we cannot change the color of the font from black to any other color. Yes, I can bold, underline and italicize, but the the point was lost without the color.

    10 votes
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  8. Microsoft security workaround

    Microsoft recently changed their security settings and it's gradually rolling out to Outlook users. The issue is that a connection cannot be made between Redtail and MSFT Outlook for broadcast emails. I've tried app passwords and every workaround suggested by Redtail and MSFT. In the end, MSFT said Redtail will need to develop something to work through the new security protocols. Until then, I have to send emails one at a time or impersonally through a bcc.

    6 votes
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  9. In the internal signature block it would be great if we could change to colors -- rather than just black

    It would be great to have the signature block be able to be changed by color to match our logo

    9 votes
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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
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    1 comment  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  11. Birthday reminder filter

    Instead of mandating seven days in advance, be able to do a one day, two day, or three day search when sending out a birthday email. We should have more options for how many days past due, rather than just 0 days and then 7 days.

    Ex. When going to send out a bulk action for a birthday email, we should have more options. For example, one day past due, and then 7 days in advance.

    9 votes
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  12. Add a Merge Field for Seminar guests and contacts who brought guests

    It would be very helpful if we could somehow be able to enter a merge field for seminar attendee guest. This would be for followup emails. If I am sending an email to Bod thanking him for bringing John, it would be nice to be able to have their names fill in the broadcast email template through merge fields. and vice versa: client who brought guest, and guest who attended with client.

    12 votes
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  13. Please add spouse email and cell phone to the custom report feature so both spouses can be listed on the tag group report to email out.

    When creating a report for email purposes please add the spouse email and cell phone option under custom report feature. Then when we perform a broadcast email all contacts will show all the information as family. Now we have to add each as an individual in the same family so each email and cell phone is showing in the report not just the primary.

    5 votes
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  14. 5 votes
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  15. Broadcast Email Font capabilities

    There should be a way to change the font size within the broadcast email that does not put the font in bold print. Currently when you change the format to a Heading sized font it all is received in bold. It would be useful to have the option to simply change the font size as we send emails to some older clients who need larger font. Ticket number: 1174480

    17 votes
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  16. attaching files on email

    You have to be able to attach pdf files to broadcast/individual emails. Currently there is only a hyperlink or image insert capability.

    4 votes
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  17. Move broadcast email capability to Admin only capability

    Powerful features should be an Admin only capability. Whether it's a rogue CRM user, or the need for an Admin to review a broadcast email before sending, this powerful capability should be reserved for Admin's only. Please move the Broadcast email functionality under the Admin only tool.

    3 votes
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  18. Broadcast E-Mail - set "reply to" address

    It'd be nice if a custom reply to address could be set so replies can go to a generic address at the org (ex. info@). Thank you.

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

    Embedding Video's through broadcast emails.

    13 votes
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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 →
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