Customer suggestions

We have been accumulating several email templates. It would be great if we could group these into folders or by categories.

Currently you can only attach a "Form-Triggered emails" to the "Have a Question" form. It would be extremely helpful if this function was available in all the other forms, templates, buttons, areas, etc. I would like to have a templated email sent to my clients on in other sections and Have a Question is very limited.

Add date to article pieces for our reference within the content library, so we know when it was created or last updated.

Major needs: 1) Put a date next to the content to show when it was available. 2) Keep new content at the top of the page, not the bottom, 3) Let customers / advisor know when you are making changes and updates, so they are aware and not finding out after the fact and need to spend more time looking for things that are not where they used to be.

Being able to copy formatting (paint button). Being able to choose and change the size of the text. Being able to change the font. Adding more formatting option that X2, H2 and H3.

If we have to have MFA, let us use our cell phones rather than email. I log in and out of our website all day long and this is a pain in the neck.

SPF verification: Why was this not done during the initial setup? Why do I need to be concerned about adding DNS records? This should have been done when I set up initially, or at least when you did my website!

It would be nice to have the option to turn off notes/ FMG activity notes in redtail specifically, so that you have the option to turn it on for automated marketing or turn off the notes.

I want to be able to include an attachment of a CRS on all automated marketing emails and be able to have a link to my other disclosures. This way they are constantly receiving them in a way that doesn't bother them and are always there if they need it. Now, my only options are what colors I want the emails to be.