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Danne

← Customer Feedback for Redtail Technology

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5 results found

  1. Schedule or Send Email Later Option

    32 votes
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    4 comments  ·  Redtail CRM » Email  ·  Admin →
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    Danne commented  · 

    Agreed! Would make scheduling reviews, reminder emails, and birthday emails much easier as well. Would like to be able to schedule the emails to go out well in advance while it's fresh on my mind

  2. Attach Documets to Email Templates

    73 votes
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    3 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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    Danne supported this idea  · 

  3. Add scheduled send out for broadcast email

    135 votes
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    8 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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    Danne supported this idea  · 

  4. ability to schedule a broadcast email

    52 votes
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    0 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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    Danne supported this idea  · 

  5. Add more fields under beneficiaries

    495 votes
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    15 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Danne supported this idea  · 

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