Customer suggestions

For advisors using workflows in Redtail, it would be nice to have the integration provide the ability for a Redtail workflow task to trigger a selected email.

majority of Property & Casualty insurance agents use E-Z links and could see FMG have a strong market in the P&C market

Hello, I am submitting this request on behalf of DIFM member Susie Langdon (Randy Miller, CMS: 400386) Susie would like to see FMG include Tamarac as an FMG CRM integration. Thank you!

When blast emails are sent to clients integrated with Redtail, recommend the feed categorizes as Marketing Central so note reports can be filtered to remove unnecessary data.

As a NASA Eclipse user, I'd like for the ability to transfer activities for accounts within Fuse to write back the actives in my management system.

Glen Michael-352244 - They sent me this email: Dear Mary and FMG Design Team, I hope this email finds you well. Your exceptional work in website design and digital marketing for our company has been invaluable. I'd like to propose a feature enhancement for your platform - the addition of an optional notes section within each contact entry. With the volume of clients we manage and the numerous events we attend, having the ability to include details like where we met someone or their company and position would greatly streamline our interactions. Benefits of this feature would include: Enhanced Relationships: Personalize engagements with documented information. Efficient Follow-Up: Tailor communication based on event-specific details. We believe this aligns with your platform's forward-thinking approach. Your thoughts on feasibility and potential implementation would be highly appreciated. Best regards, Naomi Effron

Currently the 'sent email' note populates automatically. We can see who opened the email on FMG, just not on Wealthbox.

It would be nice to be able to turn off FMG note's about an email being sent while continuing to get updated when someone opts out of the emails. Currently its an all or nothing tool (Sync FMG Suite Activity). It would be nice to be able to select what we want synced.

It would be great to either have an automated tag group where unsubscribed contacts get tagged similar to the website leads tag group, or to turn on an "unsubscribed" email notification. Some BrokerDealers require a maintained list of unsubscribed contacts, and right now to keep that maintained I have to run a notes report, filter for the term "unsubscribed", weed out the random notes that may have that term as well, then send it to a search, then tag the contacts with a bulk action.