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Redtail CRM

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44 results found

  1. Enable text editor to accept color in the body of an email

    Enable the text editor to use color instead of black and white only. We often send broadcast emails to our elderly clients with a message or invitation embedded in the body of the email and not as an attachment (some do not know how to get the attachment). In Redtail, we could use color text but now in Tailwag it won't copy in color. We're now forced to use another source for email and it's taking too long for the emails to be sent out. Please fix.

    75 votes
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    2 comments  ·  Broadcast Email  ·  Admin →
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  2. Multiple Email File Attachments Fix Needed

    It needs to be A LOT easier to attach multiple attachments into an email within the contact card. I should be able to click any files on my computer at will without having to have all of them within one specific folder created JUST for this one time email. It is an absolute waste of time and makes me not want to use Redtail client email within the record. It should be seamless and easy guys!!

    39 votes
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    3 comments  ·  Broadcast Email  ·  Admin →
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  3. Make Broadcast Email Merge fields work more like MS Word fields

    For broadcast email merge fields: when using contact and contact spouse, it does not omit the "and" when there is no spouse. In MS Word you can set an "if/then" condition so it will omit the spouse for clients who don't have one.

    51 votes
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    0 comments  ·  Broadcast Email  ·  Admin →
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  4. 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.

    27 votes
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    0 comments  ·  Broadcast Email  ·  Admin →
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