Corrie

← Customer Feedback for Redtail Technology

My feedback

3 results found

  1. Customize Email viewing permissions

    494 votes
    57 comments  ·  Redtail CRM » Email  ·  Admin →
    How important is this to you?

  2. Ability to send broadcast email as the advisor

    106 votes
    5 comments  ·  Redtail CRM » Broadcast Email  ·  Admin →
    How important is this to you?
    Corrie supported this idea  · 
    An error occurred while saving the comment
    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
    12 comments  ·  Redtail CRM » Automations  ·  Admin →
    How important is this to you?
    Corrie supported this idea  · 

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