Schedule or Send Email Later Option
When we are working with email templates I would like see to the option to schedule when the email is sent. You can only send it immediately. A send later option would be good if we are working on an evening, weekend or would prefer if a client receives the email at a certain time.
Redtail’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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Nate commented
If this could be combined with birthdays, so you could send a birthday template email on everyone’s birthday, it would be amazing.
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Lisa Boespflug commented
Yes please. Much needed improvement
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Anna commented
Love this idea - would be so helpful with efficiency and streamlining tasks!
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Danne commented
Agreed! Would make scheduling reviews, reminder emails, and birthday emails much easier as well. Would like to be able to schedule the emails to go out well in advance while it's fresh on my mind