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FMG Customer Suggestions
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FMG Customer Suggestions

For customer feedback and feature requests.
Redtail Inactive Status
I would like your system to recognize the inactive client status and remove them from mailings.
0
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Contact Management
Event Updates | Custom cut-off times and limits on additional attendees
The tool that is lacking is the registration cut-off for events. The furthest out you can cut off registration is 7 days, which is simply not enough for catering and hall rental. The tool that is missing is the ability to limit the number of guests per registrant. This seems like a no-brainer.
1
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Event Tools
Add the ability to export contact lists (including those imported) with status.
0
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Contact Management
Increase maximum rows per page on the contacts group pages.
0
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Contact Management
We recently moved from Retail to WealthBox and would like to be able to see our email history in the Contacts page. Please let me know if this can happen. The info is important. Thank you, Denice Edwards
0
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Contact Management
Contact Unsubscribe Email Notification
When a client unsubscribes, it should generate a notification email. This only way we find this is to stumble upon it if/when we review the total contact list.
0
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Contact Management
Obtaining more recent sources for some articles of interest. Some are three or more years old.
Client has been reviewing web content articles. They noticed some of the articles cite sources that are three or more years old. They would like this to be updated with more recent sources.
0
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Content
Multiple Unsubscribe Options
As a financial advisor, I want to give my recipients multiple unsubscribe options so that when someone doesn't want to receive a holiday message, we can still send them important market updates. There are other use cases as well.
7
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Marketing Suite
Email | More Font Styles
Please add font options and sizing options for emails.
8
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Marketing Suite
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under review
Customize Emails with Forms/Ebooks
David is requesting the ability to add E-book forms or any forms in general inside of an email as a new custom email section option.
0
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Marketing Suite
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