Redtail 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.
42 results found
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Link email to notes/activities
We already have the option to link accounts, contacts, and notes to activities. It would be nice to be able to link client email's to a note or activity to link information/completion of tasks.
628 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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email history default to note: email received or email sent
For any email history to also appear as default as a chronological note as either email received or email sent. A huge portion of our client correspondence is via email. As it stands we either have to copy/paste emails into notes (which defeats the purpose of having emails journal archive) or review both notes and email history to understand the correspondence history of a client, which is redundant. The system as it sits today is both unnecessarily time consuming and encourages mistakes and misses.
153 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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We need the ability to identify emails that are not linked to a contact record.
It is our understanding that email history will only show up if the email address exists in a contact record. To ensure nothing falls through the cracks we would like the ability to identify all those emails that are not linked to a contact record.
142 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Duplicates in email history
When linking emails from Outlook to Redtail email history, if I email a client, and copy 3 of my colleagues, the email saves to the contact record FOUR TIMES. Obviously this creates a lot of noise in the email history. Would be awesome if there was a way for it to only save to the TO and not the cc or bcc
135 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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Duplicate email in Email History
Would be helpful if an email coming is sent to multiple users within our team could be consolidated so that the same emails does not duplicate in email history.
68 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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HTML Email Tracking
Users would like the ability to track whether emails were opened or how often they are opened through HTML tracking.
Similar to the reports you can get when using constant contact about who has opened an email.
67 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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Consolidate conversations in email
Consolidate or stack (like comments on a topic) emails that are replies to an original email
53 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Email templates with permanent attachments
I would like to create an email template with permanent attachments as part of the template.
48 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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adding images to emails
There should be a way to insert an image into an email without having to save it as a URL first
46 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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Selective email archiving
We have contacts in Redtail that we interact with on a daily basis about business management issues rather than just their financial plans. We want to use email archiving, but cannot have management sensitive emails archived with these individuals (ie our shareholder group). These individuals are clients of the financial advisory service, and we need them in Redtail. We need to be able to exclude certain contacts from the archiving process and yet still interact with them as clients.
41 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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family email history
We would love to see the option to select family email under the email history like we can under notes and accounts. That way we can see all contact for both spouses.
35 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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Have a ##Greeting## email merge field to address a couple or individual appropriately
We suggest adding a place in the clients' basic info for a greeting and a corresponding ##Greeting## email merge field to allow both spouses' names or the individuals' name as you wish it to appear in emails.
We would like to send an email with a like "Hi John and Jane" or if the person is single "Hi John"
With current options you can only put in ##Firstname## and ##SpouseFirstname## or ##Familyname##. The problem with these options is that you will get greetings to a single person as "Hi John and" or use the family name "John and Jane Doe"…30 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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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.
30 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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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.
27 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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Attaching an email to a client record (without the client email address included)
The ability to attach an email to a client record (for which the client is not part of the thread) would be extremely helpful, instead of copying and pasting into notes.
25 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Confidential Emails
Please provide a filter option to remove or hide emails to or from any domain at this time. For example, if a user is sending a confidential email - the correspondence will be hidden from everyone else but the sender.
24 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Manually link an e-mail to multiple contacts
We need the ability to manually link an e-mail to multiple contacts. For example, if I receive an e-mail from a vendor, it is automatically linked to that vendor's contact record, but I also would like to be able to link it to the client record that the e-mail is talking about.
24 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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Link Emails to various contacts
I need the ability to link an outgoing email to multiple contacts and/or opportunities and accounts. I am often emailing an insurance company regarding a client's policy (account). The email doesn't connect to the client because the email is not being sent to them, but it may involve that contact, account or opportunity and need to be recorded in those places.
24 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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Allow an image to be pasted into an email directly
At this time graphs/charts in an email have to be presented as a URL or an attachment. Would be nice to be able to clip and paste the graphic directly into the email body.
24 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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email journaling
Our former CRM system Wealthbox allowed us to seamlessly journal emails from microsoft office once they connected. How come Redtail cant? Why is it so difficult to connect microsoft office? We would gladly pay to have it easier.
23 votesRedtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps. This suggestion is remaining open and can continue to gather votes and comments!
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