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.
2 results found
-
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!
-
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!
- Don't see your idea?