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!

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.

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.

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.

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

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

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.

Embedding Video's through broadcast emails.

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.

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.

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?

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.

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.

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

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.

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.

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.

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