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1. Please add the SUFFIX field to the contact search results view.

   6 votes

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   0 comments  ·  Redtail CRM » Mobile App  ·  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!

   Donna Clement shared this idea  ·  June 30, 2020

2. Ability to send broadcast email as the advisor

   94 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!

   Donna Clement supported this idea  ·  May 07, 2019

3. Mail Merge

   9 votes

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   1 comment  ·  Redtail CRM » Bulk Actions  ·  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!

   An error occurred while saving the comment
   Donna Clement commented  ·  May 07, 2019  ·  Delete…

   I found the same request under Broadcast Email. The issue is the same! We need the Primary Contact's first name and last name in order to personalize ANY form of communication to our Entity contacts! We currently use the Name field as the formal name "Mr. John A. Doe", so the envelop / address block is OK, but we also NEED a First Name field for a letter's salutation.
   Can these 2 requests (Mail Merge and Broadcast Email) AND any other duplicates that I don't know about be merged so the "votes" are combined? Thanks!

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   Donna Clement supported this idea  ·  May 07, 2019