Redtail Email

Welcome to our official EMAIL feedback forum! Do you have an idea? Do you recognize a good idea when you see one? Did you find a bug in our system? Did you receive an error that we should know about? Use the Categories to indicate what kind of post this is (Feature Request, Bug Report, Integrations)!

We want to hear from you! How can we improve our CRM software to better serve your business?

Please use this section to let our team know how our Zimbra Webmail program or any other email feature could better serve your business.

  1. I would like to send an email within Redtail CRM and have it saved to my sent folder in Zimbra

    Right now I can send an email using Redtail CRM (broadcast email), however there is no track of it in the sent file in Zimbra. Before I migrate my emails over to Zimbra, I would like to see this feature, as I was able to see it with Gmail hosted emails.

    6 votes
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  2. It would be nice to have the ability to search contact names in the to/from field

    It would be nice to have the ability to search contact names in the to/from field, instead of just searching the body or the to/from address/domain in Zimbra Webmail.

    6 votes
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    0 comments  ·  Feature Request  ·  Flag idea as inappropriate…  ·  Admin →
  3. Email attachments - show the full file name

    When attaching a document like a PDF to an email, Redtail abbreviates the file name. Why not show the full file name? We have many files that have similar names with only a slight difference. It makes confirming that you've attached the correct document difficult.

    7 votes
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    0 comments  ·  Feature Request  ·  Flag idea as inappropriate…  ·  Admin →
  4. Password Reset on the Login Screen

    We need to have the ability to do a password reset on our emails without having to make a phone call to Redtail. If a person gets locked out of their email in a non-business hour or weekend, they need to wait until business hours to call Redtail support to reset their password. They also need to wait on hold until someone at Redtail answers (this can be long sometimes). If Redtail is concerned about security issues, then please add security questions or some other type of security feature. This is not rocket science. Just about every other website/company has…

    11 votes
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    1 comment  ·  Feature Request  ·  Flag idea as inappropriate…  ·  Admin →
  5. encrypted email

    Zimbra has a "zimlet" that shows up on under preferences in redtail email that would allow redail users to send secure encrypted email when sending sensitive data. While users can check the box, Redtail has not currently enabled this feature. It would be great if they would . Encrypted email: I noted that someone else suggested this and support told then to integrate with a third party system. It would be great so stay in the redtail/zimbra ecosystem and not have to use a 3rd party. Here is an article from zimbra that shows up in redtail email but is…

    10 votes
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    1 comment  ·  Feature Request  ·  Flag idea as inappropriate…  ·  Admin →
  6. I would like to be able to use email templates in Zimbra.

    I would like to be able to create email templates like I can do in Broadcast emails. I already use Broadcast emails, but would like that option in ZIMBRA

    13 votes
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    0 comments  ·  Feature Request  ·  Flag idea as inappropriate…  ·  Admin →
  7. Add a button to webmail to quickly block a sender without having to go through preferences and add the address manually

    As a user I would like to be able to quickly block a sender with one button in webmail rather than having to go through preferences and spam mail options where we then have to type out and save the email address on the block sender's list.

    10 votes
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    1 comment  ·  Feature Request  ·  Flag idea as inappropriate…  ·  Admin →
  8. extend the quarantine timeframe for more than 96 hours. What if I go away for a week? And an important e-mail gets inappropriately flagged a

    If we go away for a week and an important e-mail gets sent to us inappropriately quarantined, after 96 hours it goes poof. Why is quarantine only good for 96 hours? Make it 2 weeks at least. Better yet, a month. It's not going anywhere.

    7 votes
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    0 comments  ·  Feature Request  ·  Flag idea as inappropriate…  ·  Admin →
  9. 6 votes
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    0 comments  ·  Feature Request  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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 votes
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    15 comments  ·  Feature Request  ·  Flag idea as inappropriate…  ·  Admin →
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