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Danne

← Customer Feedback for Redtail Technology

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8 results found

  1. Schedule or Send Email Later Option

    30 votes
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    3 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. Multiple Email File Attachments Fix Needed

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

  3. Attach Documets to Email Templates

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

  4. Add scheduled send out for broadcast email

    126 votes
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    7 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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    Danne supported this idea  · 

  5. broadcast email

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

  6. 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  · 

  7. quick close accounts

    6 votes
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    0 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Danne shared this idea  · 

  8. Add more fields under beneficiaries

    492 votes
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    14 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Danne supported this idea  · 

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