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9 results found

1. Add additional fonts in broadcast emails

   19 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

2. Turn off auto creation of employer records

   52 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

3. Ability to send broadcast email as the advisor

   100 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

4. 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

5. Attach Documets to Email Templates

   70 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

6. Add documents to workflows!

   137 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

7. Attach document to template

   25 votes

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   0 comments  ·  Redtail CRM » Documents  ·  Delete…  ·  Admin →
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   Melodie Leon supported this idea  ·  Jan 25, 2024

8. Add Delegate Access for Broadcast Emails

   17 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

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

   1 vote

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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 shared this idea  ·  Aug 17, 2023