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!

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  1. 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

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

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  2. 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.

    126 votes
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    7 comments  ·  Broadcast Email  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Calendar and Broadcast Emails

    There should be a way to implement a mail merge field for date and times when sending a broadcast email. For example: Sending a bulk email to clients to remind them of their appointments next week. The email template will have the merge field automate date and time.

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

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  4. Broadcast Email Logistics

    Our office would like the ability to analyze broadcast email data. IE. Who is opening our emails? How many emails are opened?

    Thank you for your attention to this matter and suggestion.

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

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