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13 results found

1. Allow an image to be pasted into an email directly

   30 votes

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   1 comment  ·  Redtail CRM » Email  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.

   This suggestion is remaining open and can continue to gather votes and comments!

   Melodie Leon supported this idea  ·  Dec 3, 2024

2. Add ability to search email *content,* not just subject lines

   103 votes

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   11 comments  ·  Redtail CRM » Email  ·  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!

   Melodie Leon supported this idea  ·  Dec 3, 2024

3. adding images to emails

   49 votes

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   0 comments  ·  Redtail CRM » Email  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!

   Melodie Leon supported this idea  ·  Dec 3, 2024

4. Allow Assistant to Access Email

   4 votes

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   0 comments  ·  Redtail CRM » Email  ·  Delete…  ·  Admin →
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   Not at all You must login first! Important You must login first! Critical You must login first!

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   Melodie Leon supported this idea  ·  Dec 3, 2024

5. Add additional fonts in broadcast emails

   22 votes

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   0 comments  ·  Redtail CRM » Email  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. 

   This suggestion is remaining open and can continue to gather votes and comments!

   Melodie Leon supported this idea  ·  Mar 6, 2024

6. Turn off auto creation of employer records

   53 votes

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   6 comments  ·  Redtail CRM » Contact Record  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. 

   This suggestion is remaining open and can continue to gather votes and comments!

   Melodie Leon supported this idea  ·  Jan 31, 2024

7. Ability to send broadcast email as the advisor

   103 votes

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   5 comments  ·  Redtail CRM » Broadcast Email  ·  Delete…  ·  Admin →
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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. 

   This suggestion is remaining open and can continue to gather votes and comments!

   Melodie Leon supported this idea  ·  Jan 25, 2024

8. notes and document attachment in workflow

   53 votes

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   1 comment  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
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   Melodie Leon supported this idea  ·  Jan 25, 2024

9. Attach Documets to Email Templates

   73 votes

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   3 comments  ·  Redtail CRM » Broadcast Email  ·  Delete…  ·  Admin →
   How important is this to you?

   Not at all You must login first! Important You must login first! Critical You must login first!

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   Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

   Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. 

   This suggestion is remaining open and can continue to gather votes and comments!

   Melodie Leon supported this idea  ·  Jan 25, 2024

10. Add documents to workflows!

    140 votes

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    6 comments  ·  Redtail CRM » Workflows  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

    We're glad you're here

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    Received  ·  AdminHayley Mandrup (Product Owner, Redtail Technology) responded

    Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!

    Melodie Leon supported this idea  ·  Jan 25, 2024

11. Attach document to template

    28 votes

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    0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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    Not at all You must login first! Important You must login first! Critical You must login first!

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    Melodie Leon supported this idea  ·  Jan 25, 2024

12. Add Delegate Access for Broadcast Emails

    20 votes

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    0 comments  ·  Redtail CRM » Broadcast Email  ·  Delete…  ·  Admin →
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    Not at all You must login first! Important You must login first! Critical You must login first!

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    Melodie Leon supported this idea  ·  Aug 17, 2023

13. allow admins to send emails on behalf of other reps

    1 vote

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    0 comments  ·  Redtail CRM » Broadcast Email  ·  Delete…  ·  Admin →
    How important is this to you?

    Not at all You must login first! Important You must login first! Critical You must login first!

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    Melodie Leon shared this idea  ·  Aug 17, 2023