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. 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

    5 votes
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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!

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

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

    1 vote
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  6. 2 votes
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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

    11 votes
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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 →
  9. 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 →
  10. 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.

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

    Embedding Video's through broadcast emails.

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

    6 votes
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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?

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

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

    12 votes
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    1 comment  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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 →
  18. 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.

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

    19 votes
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    2 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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 →
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