Redtail 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. 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?

    8 votes
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →

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  2. 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.

    23 votes
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    1 comment  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →

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  3. 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.

    23 votes
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    2 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Mail Merge

    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

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

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  5. 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

    51 votes
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →

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  6. Read-receipt tracking for broadcast emails

    Add read-receipt tracking for broadcast emails so that you can track whether recipients actually read the email

    65 votes
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    2 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →

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  7. merge fields for email should work using test

    When using test email merge fields should be pulled instead of having to send an actual email to see them

    23 votes
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →

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  8. 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…

    45 votes
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →

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  9. Ability to send broadcast email to both spouse in one email

    Hi, we always send emails to both spouses when communicating with clients. We believe that you must include both spouses when it comes to finances. It would be great to be able to send our "schedule your next review" email through the broadcast system but have it sent to the spouses in one email instead of a separate email.

    29 votes
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →

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  10. broadcast email

    I've been testing out templates for broadcast emails, plus the auto-populate function. Can I suggest that several improvements should happen. It would be nice to import an image rather than linking to a URL. Not every image we have is a standalone on a website, so you're taking all or nothing. And when the email is sent, the image jumps in size rather than stay at the scale created.
    Also - and this is a big one - the auto-populate feature for names needs work. It's nice, but doesn't allow for personalizing preferred name to legal name. Robert and Elizabeth…

    70 votes
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    3 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →

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  11. 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.

    94 votes
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    5 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →

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  12. 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.

    60 votes
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    3 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →

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  13. Drip Marketing

    Be able to periodically space out marketing emails to your clients. Being able to select a hand full of marketing emails to your clients and set specific dates for when the emails are to be sent out.
    -Constant communication with clients
    -No need to manually send marketing emails
    -Ability to send out reminders months in advance

    22 votes
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    1 comment  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →

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  14. Broadcast Email Templates: Picture

    It would be nice to be able to copy and past a picture from our desktop. Our pictures that we would like to be able to put into our emails are saved on our computers not online.

    47 votes
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    1 comment  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →

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  15. ability to print broadcast email list

    looking to have the ability to print the list of persons the email broadcast was sent to.

    16 votes
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    1 comment  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →

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  16. Broadcast Email Template Table Feature

    Please improve the TABLE feature on Email Template. I spent 30 minutes creating a table and needed to get your assistance because the table size and format options are so limited. There is now way to adjust column or row size. And can not cut and paste a table from a word document.

    25 votes
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    2 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →

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  17. 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

    35 votes
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    0 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →

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  18. 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  ·  Flag idea as inappropriate…  ·  Admin →

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  19. 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  ·  Flag idea as inappropriate…  ·  Admin →

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  20. 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.

    48 votes
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