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1. Automatic Email or Text Message Appointment Reminders to Clients

   3,612 votes

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   263 comments  ·  Redtail CRM » Activities  ·  Delete…  ·  Admin →
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   Reviewed  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   The 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!

2. video

   19 votes

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   0 comments  ·  Redtail CRM » Broadcast Email  ·  Delete…  ·  Admin →
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   Lucas Gagne supported this idea  ·  May 15, 2023

3. Auto Populate - Give us a link we can send a new contact to input their OWN data into RT. Right now, we send aform to them to fill out con

   74 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Lucas Gagne supported this idea  ·  May 15, 2023

4. broadcast emails

   6 votes

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   0 comments  ·  Redtail CRM » Broadcast Email  ·  Delete…  ·  Admin →
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   Lucas Gagne shared this idea  ·  January 12, 2023

5. search bar

   23 votes

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   0 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Lucas Gagne supported this idea  ·  August 18, 2022