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3 results found

  1. Customize Email viewing permissions

    494 votes
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    57 comments  ·  Redtail CRM » Email  ·  Admin →
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  2. Ability to send broadcast email as the advisor

    103 votes
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    5 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
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    Corrie supported this idea  · 
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    Corrie commented  · 

    Sometimes assistants/admins email things to bulk clients on behalf of the adviser. It would be nice for the bulk email reply to address be the advisor and not the assistants email address. This would require that we enter in the reply to address in our email preferences.

    Thanks!

  3. default values for every field

    104 votes
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    12 comments  ·  Redtail CRM » Automations  ·  Admin →
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    Corrie supported this idea  · 

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