Redtail CRM
Welcome to our official Redtail CRM feedback forum!
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17 results found
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allow admins to send emails on behalf of other reps
Allow admins to send broadcast emails on behalf of Reps. I regularly send out broadcast emails for the financial reps to their clients. In order to do it now I have to log in as the Rep.
1 vote -
More options when sending broadcast emails
It would be good to have additional options when sending broadcast emails. Such as "Choose primary" or "Choose Business" when sending these, so it just doesn't go to one email.
3 votes -
Broadcast email and email addresses
I often will see a failure on a broadcast email with the notation "no primary email address". There is an email address, I just failed to mark it primary. Why, if there is an email address on the contact card, will it not work in a broadcast email unless it's also marked as primary - it should still work!
12 votes -
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.
14 votes -
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.
22 votes -
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.
20 votes -
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
20 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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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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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
78 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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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.
135 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.
103 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.
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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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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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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Save an Email Template directly from Broadcast Email drafting window
If you create a Broadcast Email without first going through Email Templates, you have to re-create all of your work if you accidentally click away from the drafting window or need to change the recipients. Since there is no "Save Draft" option in Broadcast Emails, please allow users to at least save their work from the drafting window as a template for later editing and re-use.
30 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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