CRM

Welcome to our official Redtail CRM feedback forum!

Do you have an idea? Do you recognize a good idea when you see one?
Use the Categories to indicate what part of the CRM your change request refers to, and browse the ideas of fellow CRM users to vote on requests that will impact your business.
Don’t forget to add comments to other ideas to let us know how your firm might use a feature better!

For help with or questions about features and functionality in Redtail CRM, you can contact our support team at support@redtailtechnology.com or check out our HelpDesk articles on getting started.

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  1. Schedule or Send Email Later Option

    When we are working with email templates I would like see to the option to schedule when the email is sent. You can only send it immediately. A send later option would be good if we are working on an evening, weekend or would prefer if a client receives the email at a certain time.

    12 votes
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    3 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  2. Remove redundant email

    Email's cc'd to others in the office are all included in email history. There is no need for several of the same emails.

    10 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  3. contact business - attach email history from Departments section

    I don't know if the system already does this, but we've been adding business emails in both the "Departments" section (which we LOVE) and the "Contact Card" section to be certain the email history is captured. It would be nice if the "Departments" section also captured the history of any email there, so it didn't have to be double-entered.

    3 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  4. Share emails within a team

    It would be nice if all members on a specific team had access to all emails inside a contact from any team member, not just their own emails. Only being able to see your own emails makes it harder for teams to work together and to see all communications to and from a contact.

    3 votes
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    1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  5. Seamless archiving/linking of outlook emails to contacts/activities/workflow

    Instead creating a new domain host to cc the emails to redtail, it should be more seamless like add-in function in outlook to link emails to a contact/activity/workflow.

    It should not be hard as your competitors offer and are able to do it, i.e. salesforce, goldmine, junxure, practifi, list goes on.

    26 votes
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    1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  6. Add feature to search archived emails by "to" field or "from" field

    Currently email archiving only allows for searching off of contact or subject field. We really need to be able to also search off of "to" or "from" field.

    1 vote
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  7. Need to have a Service Mark option

    When adding an email template and I click on the Insert special Feature tab there is not option for the service mark (SM) that should be in there. There is one for TradeMark (TM) or even Registered Trademark (r)

    1 vote
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  8. task update or completion email to be received by the person doing the updating or completing

    When we complete or update a task all of our colleagues that are added as "Attendees" receive an email in Outlook. We would like the person who completes or updates the task to receive the same email (currently not an available feature.)

    1 vote
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  9. Option to only display emails on contact record in email reports

    The user would like a way to only let users view certain emails
    possibly an option for only displaying emails that exist on a contact record

    6 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  10. Change is hard for many of us longer term advisors. The world changed for the better when WYSIWYG -- this was like moving from DOS to Windo

    Change is hard for many of us longer term advisors. The world changed for the better when WYSIWYG -- this was like moving from DOS to Window. Yet, I'm now a RT user and what I see is hard to print. It's not often, but bringing an important email (and most anything in RT) is a process. Save the file, open the file and print. A print from the browser (mine anyway) gives a jumbled mess. Request to a print function to be able to quickly print what's on the screen. Specifically in this case, an email.

    4 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  11. signature formatting

    In the CRM besides the heading presets for changing font size add actual fonts and font sizes under preferences for broadcast emails. Or at least allow user to maintain formatting from copying and pasting from word.

    10 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  12. Create functionality so that an email received by another contact in the database could be linked to a different contact.

    Create a way to link an email from one contact in the database to another. I.e. I have an insurance specialist who sends quotes and emails about my clients. I want to be able to link HIS email to THEIR record for easy reference.

    12 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  13. the ability to manually link emails to unrelated records in archive email history in database.

    save an email to a clients contacts that the clients email is not part of. basically if a client is not in the email correspondence at all can we save the that set of emails to the clients contact record. no email headers match up with contact records based on a matching email address.

    12 votes
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    1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  14. ability to delete emails

    We would like the ability to delete emails from the client record. There are non-business emails as well as confidential emails to management that should not be available for others to view. We have an employee who is also a client and all their emails are visible in redtail and should not.

    7 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  15. Email categories

    It would be great to have the ability to customize email categories separately from activities and notes. There are lots of email categories that I would not want added to the list I choose from when categorizing an activity.

    3 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  16. Add exportable email reports for a list of clients and their emails. ALSO add customizable options on all client screen.

    I want to be able to access email info easily. I want to be able to print a report of clients and their emails and phone numbers to export to excel and share. I don't want to have to click on or open each contact to see email info. Make A-Z contract screen customizable with Contact Card Options. (ie: source doesn't matter to me)

    1 vote
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  17. Allow the emails of both spouses to be Primary or Preferred - whichever is needed so that both spouses can receive our bulk emails/be linke

    Allow the emails of both spouses to be Primary or Preferred - whichever is needed so that both spouses can receive our bulk emails/ and both can be integrated to MailChimp or Constant Contact.

    4 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  18. Sync Department Email History

    Sync department emails to email history. This will provide better organization and cleaner data so vendor "contact card" does not get filled with individual department emails and correspondence within individual department contacts sync with email history within the vendor contact record.

    6 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  19. Posting Emails to client records It would be great if I could post my emails from insurance companies about the underwriting process to a cl

    Posting Emails to client records - I've seen multiple threads asking for the same thing, but with different descriptions. There should be a way to manually post an email to a client record. We get emails from insurance companies about the underwriting process for a specific client. This goes to the insurance company vendor record but not the client because they are not and should not be included on the thread. Please create an option to post emails to client records even if it doesn't contain the clients email address in it. In addition there should be a search function…

    17 votes
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    1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  20. Email Viewing Tied to Permissions

    Increase Email viewing; there should really be 3 levels of email viewing not just 2.


    1. Non-Admins – can only see the emails they are included on (make default)
      a. Not a true value add in my opinion because you can just do a quick search in our your outlook.


    2. New Advisor Level – an Advisor can only see emails sent to their clients by any RedTail user
      a. Client level viewing permissions restrict their access to certain clients anyway.
      b. Basically this user does not have access to the top Email Tab. I believe this is the only section that…

    3 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
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