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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.
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Contact Management
Add the ability to export contact lists (including those imported) with status.
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Contact Management
Increase maximum rows per page on the contacts group pages.
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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
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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.
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Contact Management
Automatic Group Updates
Many advisors have groups of clients based on age and as the system is right now you have to manually change what group a client is in. Grouping based on rules like age that would automatically update when a client reaches a certain age and automatically add a new client into their group based on their age
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Contact Management
Sync Activity for Greeting Cards in CRM
Would be great to sync FMG activity to Redtail whenever a Greeting Card is sent.
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Contact Management
Updating Bounced Email Status
Would like to have the ability to update a clients email address to the correct email to get it out of the Bounced Status without having to delete the contact and re-add it entirely
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Contact Management
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planned
upload CSV along side a connected CRM
To enable uploading a CSV into FMG while keeping the CRM connected and synchronized.
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Contact Management
It would be great if the MyCMO email Unsubscribe option led to a preferences page so clients could customize which emails they receive instead of being forced to blanket Unsubscribe from all.
If a client feels that he or she is receiving too many emails, it is ideal if unsubscribing from some were an option. Perhaps a client could unsubscribe from Birthday emails or from News emails without subscribing from literally everything.
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Contact Management
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